Request missing approval evidence, route requests to reviewers. Every one is ready to run, and you can adjust it in plain language.
Send approved engagement letters for client signature.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Send client engagement letters and track signatures still owed.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Send engagement letters to new accounting clients for signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.