Fee proposals and engagement letters, signed online.
Offer your services as packages, send the engagement letter for e-signature and collect monthly fees by Direct Debit.
Free to start. No card needed.
Sound familiar?
Engagement letters by email and post
Getting letters signed and returned delays onboarding and leaves gaps in your records.
Fixed fees that are hard to explain
Clients want to see what's included and choose extras like payroll or management accounts.
Monthly fees paid late
Collecting fees by bank transfer means chasing and reconciling every month.
How Clutched helps accountants and bookkeepers
Packages clients understand
Offer compliance, bookkeeping and advisory as packages with clear inclusions, and payroll or VAT returns as optional extras.
Engagement letters by e-signature
Send your engagement letter as a contract, written in Clutched or uploaded as your existing PDF, with a full audit trail and signing certificate.
Monthly fees by Direct Debit
Collect fees automatically through your own GoCardless account.
Xero or QuickBooks
On Pro, invoices sync to your own practice's Xero or QuickBooks account.
What a proposal could look like
Example packages. You set your own services, prices and terms.
Questions
Can I use my existing engagement letter?
Yes. Upload it as a PDF, place signature, date and text fields, and send it, with multiple signers and a signing order if needed.
Does Clutched check my engagement letter meets professional body requirements?
No. Clutched collects signatures and records the audit trail; the content of your engagement letter remains your responsibility.
Send your next proposal today.
Set up takes about ten minutes. Bring your rate card; the assistant will do the rest.
Start free