For practices on QuickBooks Online
Engagement letters without the re‑keying.
Pick a client from QuickBooks, choose the services and send a letter in your own words. Your client signs in their browser, and you get a signed PDF with a full audit page.
riley@example.comAdd
accounts@example.com
PDF with audit page ready
The paperwork part, done properly
Letterwise does one job: getting a clear, signed engagement letter to every client, with as little typing as possible.
No re-keying
Clients come straight from QuickBooks Online. We read only the customer you add, never your whole list.
Your words, your fees
Use your own template, services and fees. Clauses only appear when the matching service is in the letter.
Easy for clients to sign
No account and no app. Clients read the letter and sign on their phone or computer.
A record you can rely on
Every signed letter becomes a PDF with an audit page: who signed, when, and from which browser.
How it works
Four steps from a name in QuickBooks to a signed letter on file.
Find the client
Search your QuickBooks Online customers by name and add one to a new letter. Their name, email and address come across as they are. Not in QuickBooks yet? Add them by hand.
Build the letter
Tick the services, adjust fees if you need to, and watch the letter update as you go. GST and totals are worked out for you, and the right clauses come along with each service.
Send it for signing
Your client gets an email from your practice with a private link. Replies come straight back to you. You can see when it has been opened, send it again, or void it.
Engagement letter from Your Practice
Hi Morgan, your engagement letter for the 2027 tax year is ready. Please read it and sign when you are ready.
Review and signIncludes audit page
Signed and filed
Once your client signs, Letterwise makes the signed PDF, adds an audit page and keeps it safely stored. Your dashboard shows every letter as draft, sent, viewed or signed.
The details that matter to a practice
Stored in Sydney
Letters, signature records and signed PDFs are kept in Australia.
Kept for the long haul
Signed letters are kept for at least five years after the engagement ends.
Private by design
Signing links work once and expire. QuickBooks access is encrypted and can be disconnected any time.
Send again or void
Nudge a client who has not signed, or cancel a letter that is no longer right.
Families, trusts and companies
Name every entity a letter covers, so one signature covers the whole group.
Live preview
See exactly what your client will read before you press send.
Letterwise is in a small pilot
We are working closely with one Australian accounting practice to get the details right. If your practice uses QuickBooks Online and you would like to be next, we would love to hear how you handle engagement letters today.