Engagement letters clients sign online
Scope, rate, and payment terms in a letter the client signs from a link — kept with the client record for as long as you work together.
For accountants
Practice management without the enterprise price tag
Tradeify helps accountants and bookkeepers send engagement letters for e-signature, track billable time per client, run monthly retainers, and invoice — without stitching together spreadsheets and email.
Retainers for monthly work
Set the monthly amount per client, log work against it, and invoice from the retainer. The balance always shows where you stand.
Time tracking that ends up on the invoice
Log hours as you work. At billing time, tracked time becomes invoice line items — nothing reconstructed, nothing forgotten.
A month in the practice
Step 1
Engage
New client signs the engagement letter online; their record, retainer, and rates are set up once.
Step 2
Work and log
Track time against each client through the month — from any device.
Step 3
Bill and review
Invoice from the retainer or tracked hours, and see the month's hours and revenue in reports.
FAQ
Does Tradeify replace my accounting software?
No. Tradeify manages your practice — engagements, time, retainers, and client billing. Your ledger and tax software stay as they are.
Can I bill some clients hourly and others on retainer?
Yes. Rates and retainers are set per client, so hourly, fixed-fee, and retainer clients can sit side by side.
Do clients need Tradeify to sign or pay?
No. Engagement letters are signed from an email link, and invoices are sent by email with your payment details — clients never need an account.
Related pages
Engage. Track. Bill.
Keep the job record connected.
Use Tradeify to connect bookings, quotes, invoices, schedules, customers, and proof-of-work records in one responsive PWA.