Engagements for Accounting Firms
Client Engagements
Bring every step of the client engagement process together, from proposals to payments.
Watch 1-Minute VideoProposals to payments. All in one platform.
Create engagement letters
Win clients and set clear expectations with professional client proposals that build trust and mutual success right from the start.
Create personalised team introductions, outline services, pricing, and billing schedule, collect payment details up front, and send to clients for approval instantly – all in one proposal package.
Connect work to engagements
Once an engagement is signed or accepted, work will be connected, triggering automatic task assignment to your team and providing visibility between what was promised to your clients and what will be delivered.
No delays or back-and-forth, just smooth handoffs that keep your teams moving, the work flowing, and your clients happy.
Get paid effortlessly
Automate invoice creation for recurring fixed-fee, or time & materials work, saving your team hours on manual billing and reducing aged WIP.
Collect payment details up front and enable auto-payments to eliminate the client chase and get paid quicker.
Price confidently with AI
Make smart renewal pricing decisions with AI summaries and recommendations that analyse previous year’s profitability data on every engagement.
Take the guesswork out of pricing for good and maximise the revenue potential of every client.
Engagements Features
Create reusable service descriptions with pricing and billing schedules. Apply consistent offerings across all client engagements and expedite proposal building.
Build professional, branded proposals and engagement letters with a custom proposal builder that includes personalised intro, services & pricing, and clear terms & conditions.
Configure weekly, monthly, upfront, upon completion, or any custom billing schedules you desire. Set up both fixed-fee and time & materials work on one Engagement seamlessly.
Automate invoice creation for recurring, fixed- fee work and payment collection based on engagement terms. Simplify time-consuming billing processes and eliminate payment delays.
Gather client payment details upfront during the engagement acceptance process for automated payment collections. Improve cash flow by getting paid before work begins or as work progresses.
Enable rapid client approvals with integrated digital signatures and multiple signer support. Accelerate client approvals from days to minutes.
We have been able to save countless hours
Through Karbon we have been able to save countless hours of time on work and have the sense of peace that we aren’t forgetting to deliver something.
Frequently Asked Questions
What is Karbon Engagements?
Karbon Engagements is a complete client engagement lifecycle solution that connects your proposals, work management, billing, and payments in one platform.
With Engagements, you can create and send custom proposals & engagement letters, connect work to engagements, automate billing and payment collections, and renew engagements with intelligent pricing recommendations based on each client’s actual realisation insights inside Karbon—all in one platform.
Why choose Karbon Engagements over manual proposal and engagement letter processes?
Manual proposal processes using Word docs, PDFs and generic eSignature tools are not only time-consuming, they cause delays, information silos, and ambiguous hand-offs between team members who handle different steps in the client engagement experience.
Karbon Engagements creates a professional digital experience where your team can build proposals quickly at scale and clients can review and sign proposals on any device.
At any given time, everyone who needs to know where a proposal status is, can instantly track progress inside Karbon, without the back-and-forth communications and cross-referencing multiple tools.
How does Karbon Engagements create a better client experience?
Clients receive branded, professional proposals with clear service descriptions and pricing. They can sign digitally in minutes, and work can start immediately without delays. Throughout the engagement, they receive transparent billing that ties directly back to what was originally agreed upon.
Who is Karbon Engagements best suited for?
Accounting firms currently using manual proposal processes (Word docs, PDFs, separate signature tools) who want to streamline their client onboarding.
It's ideal for firms looking to modernise their client engagement process and centralise their end-to-end client lifecycle management to protect their team from scope creep and accelerate cash flow for long-term business growth.
Can Karbon Engagements help me prevent and manage scope creep?
Yes. Since your proposals and work management are connected, you can easily track what work is being delivered against the original engagement scope. This visibility helps you spot additional work and have pricing conversations with clients before scope creep impacts your profitability.
How does Karbon Engagements improve cash flow?
Set up automated recurring billing when clients accept proposals. Instead of manually creating invoices after work is completed, billing runs automatically based on your engagement terms. You can also collect payment details upfront to eliminate payment delays.
What billing frequencies does Karbon Engagements support?
Weekly and monthly recurring billing, plus manual invoicing options available for any type of custom schedules you prefer: Upfront before work starts, before work is completed, upon work completion, or any way you desire. This covers most accounting firm billing needs while keeping setup simple and straightforward.
Do I need Karbon Billing & Payments to use Engagements?
Karbon Billing & Payments is required if you want to get the full automated billing and payment collection benefits. This integration is what enables the seamless flow from signed proposal to automated invoicing.
Is Karbon Engagements available now?
Karbon Engagements is currently in Early Access. We're onboarding select customers and will be opening it up for general access this year.
Trustpilot
G2
Capterra
