Engagement letters, created and signed in minutes.
Build custom-branded proposals and engagement letters, send them for signature, and keep every renewal on track, all in one place.
Stop building engagement letters by hand. And stop chasing signatures by email.
Templates live in Word and inboxes, so versions drift and signatures get chased. Renewals slip by unnoticed, and every letter that drags out is billable work that has not started.
One place for every engagement.
From first draft to signed and renewed, without leaving Fintura.
Make every engagement your own
Add your logo, a custom cover letter and your own colour scheme, so every proposal and engagement letter goes out fully branded to your firm.
- Your logo and brand colours
- A custom cover letter
- Start from a pre-built template or your own
Build engagement letters, your way
Start from a template aligned with SAICA, SAIPA, SAIT and more, or build your own from scratch. Add our pre-built sections or your own, then save it and reuse it for every client.
- Templates aligned with SAICA, SAIPA and SAIT
- Add pre-built or your own sections
- Save once, reuse for every client
Send and sign, one by one or in bulk
Build an engagement in the wizard and send it in a few clicks, on its own or in bulk. Your client signs in the platform and you countersign with your saved signature, so every engagement is signed, legally binding and ready to download. Over 500 engagements have been sent and signed through Fintura already.
- Send on its own or in bulk
- Client signs, you countersign in-platform
- Download the signed engagement any time
Track and renew from one dashboard
See every engagement in one place, renew them in bulk before they lapse, and duplicate an engagement across clients in seconds, which is ideal for provisional tax season.
- Every engagement in one view
- Bulk renewals and sends
- Duplicate across clients for provisional tax
Rated 5.0 on Capterra across 5 reviews
“We have implemented Fintura in our accounting practice and it has quickly become an essential part of our workflow. The platform is intuitive, easy to navigate, and has significantly improved our efficiency across clients, engagements, tasks and compliance.”
“All in one place, simple and so user friendly. Local, with the best technology to streamline your work, and the customer service has been excellent.”
Frequently asked questions.
Everything you need to know before you start. Still curious? Book a demo and we will walk you through it.
Not yet. A client portal is coming very soon. Today you request documents and send them for signature by email, through your firm's own Gmail or Outlook, and what comes back lands on the client record.
A centralised dashboard for your clients, task and deadline management, time tracking, customisable engagement letters, document storage, and role-based team access, all in one place.
Yes. You can assign tasks, track progress, and control access by role, so work and visibility are managed centrally.
Yes. Fintura tracks tasks and time end to end, which feeds accurate billing rather than relying on separate timesheets.
Yes. Engagement letters and proposals are customisable to your firm.
Yes. E-signature is built in, so approvals and sign-offs happen inside the platform.
Yes. You can start on a 30-day free trial and explore Fintura with a test client before you commit, so you can see how it fits your firm's workflow first.
Pricing is modular and granular. You pay per seat for practice management, per company for compliance, and per taxpayer for tax, and you can mix tiers rather than putting your whole firm on one plan, so you only pay for what each part of your practice needs.
Engagement letters, created and signed in minutes.
Start for free in minutes, or book a demo to see it on your own portfolio.
