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Engage
How to engage clients with our pre-written service items and terms
Getting Started
Settings and Features
- What settings do I need to customise to use Engage for my firm?
- How do I access my client list from XPM?
- Where do I add the hourly rates and new position types for the staff summary table?
- Where do I find the Service Item Editor to customise or add new service item templates?
- How do I change the Professional Body logo used in your Engagement letter's Terms of Engagement?
- Where do I edit individual Engagement letter service descriptions?
- What are the available payment options for services?
- How do I add different entities to an Engagement letter?
- How do I keep a record as evidence of an individual client ID cited?
- Why include visual client identification in our onboarding workflow?
- How do I edit or create a new version of an existing Engagement letter?
- How do I use the Disengage feature of Engage?
- What are the locations of some of the Cloud computing services used by members?
- Are the Engagement letters compliant with the new APES 305 Terms of Engagement?
- Can I create rate Engagement letters with hourly fees and multiple accountants?