Engagement Letters & E-Signatures
A robust engagement letter, not an afterthought.
Federal and multi-state scope, required client acknowledgments, and an immutable signed record — the kind of engagement letter prospective clients notice when it's missing.
Most practice-management tools treat the engagement letter as a single generic PDF attached to an email. TPP treats it as a real contractual record: built from a versioned template, scoped to every federal and state jurisdiction involved, reviewed against a required acknowledgment checklist before a client can sign, and locked immutable the moment it's executed — with a complete, timestamped audit trail behind it.
Proposal
2025 Individual Tax Preparation
- • Individual 1040 preparation and e-filing
- • Federal and state returns
- • Fixed fee: $650
How it works
Build the scope
Select the client, tax year, return type, and every federal and state jurisdiction the engagement covers.
Client reviews and acknowledges
They read the real scope and confirm they understand what's included, what isn't, and their own responsibilities — before signing is even possible.
Client signs, firm countersigns
A typed signature, consent, and timestamp are captured on both sides.
The record locks
Once executed, the letter is immutable. Any later scope change becomes a new, separately signed amendment — the original stays exactly as signed.
Key capabilities
A real tax-practice scenario
Imagine a new client needs to sign their engagement letter — covering a federal return and two states — before you can start their return.
You build the scope in TPP, including both states. They get a notification, review the full letter and required acknowledgments on their phone, and sign. Your team sees it move forward instantly, with a complete record of exactly what was reviewed and agreed to.
Before TPP
- A generic one-page letter, or none at all
- Multi-state scope handled ad hoc, if at all
- No proof a client reviewed anything before signing
- Scope changes quietly edited into the original document
After TPP
- A complete, professional engagement letter for every return
- Federal and multi-state scope defined and signed
- Required acknowledgments before signature, every time
- An immutable, timestamped record with a full audit trail
How TPP brings it together
= One connected tax practice.
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Learn more →See what TPP can do for your practice.
30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.