The problem
Every new client needs a proposal, an engagement letter and a signature chased up. If you onboard 6 clients a month and each takes 60 minutes across Word, email and chasing, that's 360 minutes, 6 hours a month.
What the AI does
TaxCalc's Engager is practice management software. You create proposals, engagement letters and onboarding journeys in one workflow; clients approve and e-sign online. Onboarding journeys can trigger actions automatically based on dates or job stages. An SMS messaging add-on exists; its price wasn't listed on the vendor's page and isn't included here. Unlimited users are included and pricing is by client band. The partner remains responsible for the terms of every letter.
A worked example
A four-person practice in Reading has 90 clients and takes on about 6 new ones a month. The partner sets up a template for each service line, and staff send a proposal and letter from Engager instead of building them in Word.
Before
60 minutes to prepare and chase each of 6 clients: 6 hours a month
After
About 25 minutes: 2.5 hours a month
What it's worth
About 3.5 hours a month saved (35 minutes x 6 clients = 210 minutes), worth around £158 if staff time is worth £45 an hour. Cost is £59 a month for the up-to-100-clients band on TaxCalc's pricing page, excluding VAT; unlimited users are included.
How to set it up
- Start the 28-day free trial and load one service line as a template.
- Have a partner review the engagement letter wording against your professional body's requirements before use.
- Send your next three new clients proposals through Engager and watch where they get stuck.
- Set up an onboarding journey, and check which actions it can trigger automatically on dates or job stages.
- Check the band price against your client count before you commit, and ask about billing terms.
What goes wrong
- TaxCalc says its letters are compliant, but the terms, scope and limits of liability are the firm's. A partner checks the template.
- Pricing is by client band, so a practice growing past 100 clients moves to a dearer band. Check how clients are counted.
- TaxCalc bills most products annually, with monthly plans on request. Ask which you will get.
- Engager records deadlines for tasks, but your primary statutory deadline system should stay the record for filing dates.