Engagement letters assembled for review
SI fills the firm's own engagement-letter template from details the professional specifies, flags blanks, and tracks what is signed.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Worth knowing: Administrative support only: SI does not give tax or accounting advice, prepare or sign returns or reports, file anything, or calculate legal deadlines. A qualified professional reviews, signs and approves all work product and every date SI tracks. Client information is used only in tools the firm has vetted, under its written security plan and with any client consent or agreements the rules require. SI uses only the firm's approved language, never writes new terms, scope or fee language, and does not decide what the rules require; work does not start until a person confirms the signed letter.
The problem
Engagement letters are re-typed with small changes, and some clients never sign before work begins.
What SI does
SI fills the firm's own engagement-letter template with client details and scope items the professional specifies, flags empty fields and unusual changes from the standard language, and tracks which letters are sent and signed.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Solo CPA
The firm's template is filled with details the professional specified. Empty fields are flagged for review.
- Two-partner accounting firm
Unusual changes from the standard language are listed. The owner approves any fee or scope edit.
- Small tax-preparation office
Which letters are sent and signed is tracked. SI does not write new terms.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm checks the tool against its written information security plan, confirms the agreements and any client consent required for tax return information, sets access controls and multi-factor authentication, and limits SI to the minimum necessary. Start with sample or made-up information. Start from the firm's approved template and a sample of client details the professional specifies. Mark which fields SI may fill. Setup is often a few days.
What a human still checks
- The CPA, EA or preparer reviews and approves before anything goes to a client, agency or third party.
- SI never sends, files, e-signs or posts on its own.
- Unusual items go to a "needs professional review" queue.
- The firm decides what client data SI may see, and testing starts with sample or made-up information.
- The CPA or owner approves the letter, any changes to the scope or fee, and sends and countersigns it.
- The firm's counsel or professional body handles required terms.
- Work does not start until a person confirms the signed letter.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Fill this firm-approved engagement-letter template [paste] with these client details and scope items the professional specified [paste]. Flag empty fields and unusual changes from the standard language. Track which letters are sent and signed. Use only the firm's approved language. Do not write new terms, scope, or fee language, and do not decide what the rules require. Do not send anything. Pause and show me before sending, filing, posting or changing anything. Use only the sample or made-up information I provide; do not include real client names, SSNs, account numbers or tax details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.