Payment Processing Solution Lets Accountants Track Engagements

 - Jan 29, 2018
References: get-engage-cpa & betalist
This engagement tracking and payment processing solution was designed for and by CPAs. SaaS startup Engage is an online platform and a "practice management application for accountants." This makes it easy for them to monitor engagements and receive payments online.

The new business productivity venture is also a way to create structured professional letters for particular accounting and tax services rendered. Engage draws from niche legal and regulatory knowledge to generate professional client engagement letters. This makes it easy to set up new client agreements and have them paid right away (fees are paid upfront by clicking a box).

This payment processing solution is an example of how drafting can be painless and how regulation compliance can be built in.