ENGAGE & GATHER > ENGAGEMENT LETTER WIZARD

Create, Send and Track 1,000's of Engagement Letters in a Few Clicks

No more hours wasted sending out these important but time-consuming documents. Save 60% on costs and reclaim priceless time.

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Everything you need in
one platform

HubSync’s Engagement Letter Wizard lets CPA firms send, track, and e-sign thousands of letters with a few clicks, cutting costs 60% from $72.76 to $26.51 per letter. Automated workflows, standardized templates and seamless e-Sign integration streamline approvals and ensurecompliance, while bulk routing delivers millions in savings, like many of our firms experience.

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Smart Template Management

Build standardized templates with reusable building blocks and conditional logic. Version control ensures everyone uses approved templates

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Automated Data Population

Client information automatically populates from your CRM and time & billing systems using our Shared Data Service module

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Bulk Creation & Sending

As a preparer, send thousands of letters in bulk. Select all clients or filter based on criteria and send customized letters instantly

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Manual Steps Removed

0

Printing Required

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Per Letter Saved

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Zero-Delay Routing/Tracking

Extreme scale for thousands of letters

Handles 100s-of-thousands of bulk sends in one click with automated routing—beyond typical tools focused on individual or small-batch proposals

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Built-in Firmwide Dashboard & Audit Trail

Real-time status tracking for every letter with zero document loss, unlike basic e-Sign portals without end-to-end transparency

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Massive ROI

Delivers 60% cost savings ($72.76 to $26.51 per letter) and $4.2M real-world savings, with Gold Globee Award recognition for innovation

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Seamless Ecosystem Integration

Smart integration auto-populates via Shared Data Service, persists in HubSync databases and uses AssureSign e-Sign for a fully embedded experience, not standalone services

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CREATING ENGAGEMENT LETTERS

3 Simple Steps to Engagement Letters

The Engagement Letter Wizard guides you through building custom engagement letters, from template to e-Sign, in minutes. No complex setup—just intuitive steps that auto-populate data and preview changes live.

Customer Stories

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TEMPLATE & CLIENT SETUP

Step 1: Select Template & Client

Choose from your folder of templates, pick client & project via autosuggest or modal, and set managing director or partner.

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FILL DYNAMIC FIELDS

Step 2: Complete Required Fields

Fill required fields (* marked), handle conditionals (toggles & radios), add optional attachments, and preview updates in real-time.

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CONFIGURE SIGNERS

Step 3: Set Reviewers & Send

Auto-populate reviewers/signatories from databases (up to 10 each), add informed recipients, then save draft, preview, or send for review.

WHITE PAPER

Signature Bottlenecks? Solved

Discover proven strategies to eliminate signature chasing, automate 8879 approvals, and gain real-time visibility into client workflows—download the HubSync e-Sign whitepaper to transform your tax season efficiency.

Download

VIDEO

Automate Every Engagement Letter, At Scale

See how HubSync’s Engagement Letter Wizard lets firms create, route, e-sign, and track tens of thousands of compliant, customizable letters in just a few clicks.

READY TO SAVE TIME?

Launch Your First
Engagement Letter

Cut costs 60% and send thousands in bulk with Engagement Letter Wizard's proven workflow. Join firms saving millions like the $4.2M success story

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Find quick answers to how bulk sending, e-Sign integration, and time savings work for your firm. Get the details on setup, scalability, and real ROI below.

How is this different from what we already have today?
Who owns this in the firm and how disruptive is it to roll out?

Typically, the Tax Director, Engagement Manager, or Client Onboarding Lead owns ELW, as they oversee the "first mile" of tax engagements where letters kick off workflows. Rollout is minimally disruptive—leverages existing client databases and templates with intuitive wizards requiring little training, often achieving payback in 2 weeks via bulk automation that replaces manual emailing. Firms report quick adoption since it integrates seamlessly without changing core processes
Does Engagement Letter Wizard integrate with the rest of our process or create another silo?

No silos—it's built to flow seamlessly into HubSync's full tax workflow, auto-populating from Shared Data Service, storing signed PDFs in your Document Management System, and triggering organizers/PBC requests. Unlike standalone tools, it connects engagement letters directly to the next steps like data collection and workpapers, keeping everything centralized in one dashboard. Firms using it report 25% of letters signed within 24 hours, proving smooth handoff without extra logins or chasing.
Is Engagement Letter Wizard about speed, consistency, or risk—and which do firms see first?
How flexible is the language and approval process?

Engagement Letter Wizard offers high flexibility with customizable templates, building blocks for hundreds of variations, and controlled edits to risk/compliance content while allowing engagement-specific changes. The approval process supports optional multi-reviewer workflows, draft saving/resuming, previews, and auto-populated signatories from your client database before final e-sign. This balances firm standardization with per-client customization without manual rework.

READY TO AUTOMATE ENGAGEMENT LETTERS?

See 60% Cost Savings in Action

Proven to handle thousands of letters with one click and seamless tax workflow integration—firms like yours are saving $4.2M annually. Book a quick demo to calculate your ROI and launch bulk sending before busy season hits.

Schedule a Demo