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    Engagement letters without the paperwork

    strively sends UK-format engagement letters and terms of business as part of onboarding. Clients sign online straight after accepting their proposal, so you're never chasing a signed copy again.

    Book a demoSee how it works

    Included in every plan, from £110 a month.

    strively's Legal Documents settings. A sidebar lists the documents used in onboarding (Standard engagement letter, Terms of Business and Privacy Notice), a Not in use list, Add document and Placeholders. The preview shows Summit Accountants Ltd's Terms of Business, opening with section 1, Definitions and Interpretation.

    What is engagement letter software?

    Engagement letter software creates and sends the letter that sets out the services an accountant will provide, the responsibilities on both sides and the terms of business. In strively, the engagement letter is part of onboarding: once a client accepts their proposal, they sign their UK-format engagement letter and terms of business online.

    Why practices use strively for engagement letters

    Signed before work starts

    Letters are signed online straight after the proposal, so work never starts without one.

    Consistent every time

    Every client gets the same UK-format letter and terms of business, set up once.

    No chasing signed copies

    No printing, posting or scanning, and no hunting for the signed version later.

    How engagement letters work

    From accepted proposal to signed engagement letter, in one flow.

    1. Set up your letter

      Add your UK-format engagement letter and terms of business in strively once.

    2. Proposal accepted

      When a prospect accepts their proposal, their engagement letter is ready.

    3. Signed online

      The client signs their letter and terms of business in their browser.

    4. Onboarding continues

      AML checks and direct debit set-up follow automatically.

    Everything engagement letters can do

    UK-format letters and terms of business

    Set up your engagement letter and terms of business the way your practice works.

    • UK-format engagement letters
    • Your own terms of business
    • Privacy notice and legal documents alongside

    Your documents

    Engagement letterUK formatSet up
    Terms of businessSet up
    Privacy noticeSet up

    Sent the moment a proposal is accepted

    There's no gap between a yes and a signed letter, so clients don't cool off.

    • Ready as soon as the proposal is accepted
    • Signed online with built-in e-signatures
    • No separate engagement letter tool

    Hartley & Co Ltd

    ProposalAccepted 10:40Done
    Engagement letterSigned 10:42Done
    S. Hartley

    Part of a complete onboarding

    A signed letter leads straight into the rest of onboarding, with nothing to re-key.

    • AML checks in AML HQ
    • Added to your Adfin direct debit mandate
    • Every signed letter tracked in your pipeline

    Onboarding · Hartley & Co Ltd

    Engagement letterSigned
    AML checkPassed
    Direct debit mandateSet up

    Engagement letters for every kind of practice

    Make sure every client signs up properly before the work begins.

    Accountants

    Get a signed letter for every limited company and sole trader before year-end work starts.

    Example: accounts and corporation tax letter

    Bookkeepers

    Set out monthly bookkeeping scope clearly, so there's no doubt about what's included.

    Example: monthly bookkeeping and VAT returns letter

    Payroll bureaux

    Have your payroll terms signed before the first pay run.

    Example: payroll and pension submissions letter

    Tax advisers

    Agree the scope of specialist work in writing before you begin.

    Example: R&D claim engagement letter

    How strively's engagement letters compare

    strively sends the engagement letter straight after the proposal is accepted, as part of one onboarding flow.

    strively · UK-format letters and terms of business, signed straight after the proposalBuilt in
    Ignition · Engagement letters includedBuilt inGoProposal · Needs the OverSuite add-onPartlyFigsFlow · 100+ templatesBuilt inSocket · Embedded in the proposalBuilt inBetter Proposals · General contracts, no UK engagement letter format foundPartlyPandaDoc · General contracts, no UK engagement letter format foundPartly

    Checked October 2026 against each tool's published information. Follow a row for the full comparison.

    Where engagement letters fit in

    Every strively feature hands over to the next, from first enquiry to onboarded client.

    1. E-signatures →Proposals and letters signed online.
    2. You're hereEngagement lettersUK-format letters and terms of business.
    3. Document collection →Questions and uploads, sent automatically.
    4. AML checks →Checks as part of every onboarding.

    Frequently asked questions

    Engagement letter software creates and sends the letter that sets out the services an accountant will provide and the terms of business. In strively, clients sign their engagement letter online straight after accepting their proposal.

    Yes. strively sends UK-format engagement letters and terms of business as part of onboarding.

    Yes. E-signatures are built in, so clients sign their engagement letter and terms of business in their browser, on any device.

    No. Engagement letters are part of strively, so you don't need a separate add-on or subscription.

    Onboarding continues automatically, with AML checks in AML HQ and the client added to your Adfin direct debit mandate.

    Get every engagement letter signed before work starts

    A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.

    Book a demo