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Engage

Practice management application for accountants

Engage compresses specialized legal and regulatory knowledge to automatically create structured professional-client relationships. Engage-CPA for accountants creates engagement letters for specific tax and accounting services. The new client executes the agreement and pays an up-front fee by checking the box. New client agreements are set up and paid in minutes .

Offering 40% discount subscription for BetaList community members. Email [email protected] before the end of the 30 day free trial and write BetaList012418 in the subject line.

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