Accounting Engagement & Fee Manager

Keep accounting service fees connected to the engagement the client agreed. This application is designed to organise service packages, contract terms and scope changes while making renewal and period pricing decisions easier to review.

Best suited to

Accounting practices managing client service agreements.

What you can manage

• Define the services included in the engagement package.
• Record the commercial terms agreed with the client.
• Maintain fees applicable to each service period.
• Document changes to the contracted scope.
• Track the renewal timetable for the engagement.

A practical workflow

Record the agreed package and period fee before service delivery begins. Review additional or changed requirements against that scope, then update the commercial record and renewal plan when the client agreement changes.

Why this workflow matters

A client engagement works better when the promised service, required information and commercial terms are clear. Organising those elements gives the practice a practical basis for planning delivery, following missing inputs and discussing additional work with the client before expectations become difficult to reconcile.

Working with your records

Set the engagement scope and required review responsibilities before relying on a client workflow. Check documents, dates and delivery requirements with the responsible practice team. The application supports the organisation and preparation of accounting work; it does not supply an accounting engagement, audit opinion or tax advice to the practice's clients.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.