Professional Letter of Clearance

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• Setting up your professional letter of clearance

  In your Settings, head to Professional Clearance Enter the text for each item you request and details you need from the accountant Check the services that this request is relevant to To reorganise the sections click on the 6 dots to delete a section ...

• Disengagement Letter

  [Firm] [Name] [TradingAddress] Dear [PrimaryContactFirstName], Disengagement Letter Purpose The purpose of this letter is to set out matters connected with the disengagement of services with immediate effect. Summary of Services Provided During the ...

• Document Designer: Customising Your Documents

  Engager’s Document Designer feature empowers practice owners to completely customise the appearance of any document generated within the platform. This includes Letters of Engagement, Letters of Disengagement, Professional Clearance letters, and any ...

• 2 of 10: Customize Your Documentation with Ease

  Ready to tailor your documents? In this section, we want you to get comfortable with our handy, default document section and be able to customise these to your practice’s preference. Think of a document as anything from a Professional Clearance ...

• Ad Hoc (adhoc) Documents and PDFs

  There are times when you'll need to prepare an official looking document for a client, that has company branding / logos, addresses etc and so we've developed an Ad Hoc (adhoc) Document feature within your Engager account. You could use this feature ...