PracticePro 365™ Announces Engagement Letter Automation for Practice Management
WEST PALM BEACH, Fla., Sept. 19, 2023 /PRNewswire/ -- PracticePro 365™ helps CPA and other professional services firms across the country improve their productivity, grow revenue, and visualize their data from its unified Microsoft cloud platform. PracticePro 365 is pleased to announce its newest feature, Engagement Letter Automation, streamlining communications to new and existing clients from within the PracticePro 365 platform.
Accurate and appropriately tailored client engagement letters are critical to allow CPA firms to communicate key understandings with their clients based on the nature and scope of services to be provided. Creating, sending, tracking, and storing engagement letters is typically a manual process requiring numerous layers of review to ensure they comply with firm and professional standards. With Engagement Letter Automation, PracticePro 365 automates the engagement letter process to remove those issues to increase the accuracy and efficiency for both firms and their clients.
Features of Engagement Letter Automation include:
For more information about Engagement Letter Automation, please contact Tadgh Spradlin, Director of Sales and Client Development, [email protected].
About PracticePro 365
PracticePro 365 is the all-in-one, cloud-based practice management software suite for CPA firms. We combine deep industry and process expertise with our custom developed software, to enable growth and innovation for our clients. With over 30 years of experience in professional services, PracticePro 365 serves customers across all industries, providing tools to optimize resources, improve cash flow and plan for the future, so less time is spent managing and more time is spent on business growth. To see how PracticePro 365 can help your firm, visit us at practicepro365.com.
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SOURCE PracticePro 365
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