Send, remind, and track engagement letters — on the client record
From draft to accepted, with automatic reminders and service items attached.
Capabilities
The engagement, the fee, and the workflow — one object.
Full lifecycle statuses
Draft → Awaiting acceptance → Accepted (or cancelled), with start/end dates and assignees on one table.
Reminders, counted
"Reminders sent: 2" lives on the row — no chasing in your sent folder.
Tied to service items and pricing
Monthly bookkeeping, catch-up, payroll, CFO advisory — the engagement drives the service line and the recurring fee on the company record: Monthly Bookkeeping, $1,800/mo, payment history Paid.
Stored with everything else
Signed letters live in Documents with client visibility controls.
Signed letters filed in Documents with per-document client visibility.
Who it's for
Accounting firms
Scope creep dies when the engagement, the fee, and the workflow are the same object.
For accounting firms →Related features
See it run a real month.
Watch Synoro execute a real close — intake to published report — in a 30-minute walkthrough.
Book a demo