Engagements for Accounting Firms

Client Engagements

Bring every step of the client engagement process together, from proposals to payments.

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Win clients. Deliver work. Get Paid. All in Karbon.

Karbon Engagements is the agreement your whole firm works from. What your client signs becomes scheduled work, with invoicing and payments built in, so you can better control scope, get paid faster, and grow revenue confidently.

Send client-ready proposals in minutes

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 for client approval all in one proposal package.

March 1, 2024Anapurna IncClient Name: Subject: Engagement for Accounting & Tax Services—FY2024Dear Abigail,We are pleased to inform our engagement to provide accounting and tax services forthe fiscal year ending December 31, 2025.Scope of ServicesFees and Billing TermsPlease refer to the attached Standard Terms of Engagement for details regardingconfidentiality, liability, and termination clauses.Preparation of year-end financial statements.Filing of corporate income tax returns.Quarterly tax planning and advisory.Payroll compliance review. Abigail SilverContact: abigail.silver@acmeaccountants.comEmail:March 1, 2024Anapurna IncClient Name: Subject: Engagement for Accounting & Tax Services—FY2024Dear Abigail,We are pleased to inform our engagement to provide accounting and tax services forthe fiscal year ending December 31, 2025.Scope of ServicesFees and Billing TermsPlease refer to the attached Standard Terms of Engagement for details regardingconfidentiality, liability, and termination clauses.Preparation of year-end financial statements.Filing of corporate income tax returns.Quarterly tax planning and advisory.Payroll compliance review. Abigail SilverContact:IntroductionEngagement OverviewHi Abigail,We’re excited to present this engagement to Reach Foundation. At ACME Accountants, we pride ourselves on delivering tailored accounting and advisory services. With deep experience, a focus on accuracy, and a strong commitment to client success, we’re confident we can provide the insight and support you need to reach your financial goals. We look forward to partnering with you.FirmACME AccountantsClientReach FoundationStartJan 1, 2025RenewJan 1, 2026Prepared byPax Zwanikken To be signed byAbigail SilversIf you have questions, just get in touch and I’d be happy to discuss further.Best,PaxIntroductionServicesPricingPaymentAgreementNext StepsContinue

Turn signed engagements into scoped work, instantly

Hit the ground running the second an engagement is sent. Create work from sent or signed engagements for new clients, or connect existing work for returning clients.

Assign tasks, due dates, and repeat schedules right from the start, so everyone knows what’s next without unnecessary delays or back-and-forth.

2026 Accounting & Tax ProposalCLIENTAbigail SilversSTATUSAcceptedBILLEDMonthlyServicesWorkBilled Every MonthFirst Invoice Aug 4, 2026, auto-approvedMonthly Accounting ServiceWORK TEMPLATEMonthly AccountingYear-End ReviewBilled before CompletionBilled ManuallyPartnership Tax Return (Forms 1120/1120S/1065/990)WORK TEMPLATEBusiness Tax Return (Forms 1120/1120S/1065/990)$1,500.00 + TaxMONTHLY FEEServices fee1,384.62Monthly sales tax115.38Create Work from EngagementCreate Work from EngagementThe following fields will be set automatically based on engagement and service template configuration:Year-End Review• Template: Year-End Review• Work type: Abigail Silvers• Client: Annual• Work repeat schedule: WORK TITLEYear-End ReviewASSIGNED TOPax ZwanikkenSTARTAugust 1, 2026DUENo due dateCancelCreate

Keep cash flowing with automated invoicing and payments

Recurring invoices are auto-generated and bulk-sent to save your team hours from manual billing.

Collect payment details up front and enable auto-payments to eliminate the client chase and get paid faster.

ACME ACCOUNTANTSTax ReturnProgress Bill 238.00DESCRIPTION Partner Review Tax Return Preparation AMOUNT134.0062.00SubtotalTax 11.90196.00Total307.90TOReach Foundation 107 Park Lane San Diego, CA, 90983Due 307.90Payroll ProcessingDue Friday connected workAmelia FreemanPowered by KarbonLogoipsumRequestsBillingSettingsLog OutEnable automatic payment 
for future invoicesAUTO-PAYAnapurna Partners CardBank Powered by KarbonLogoipsumRequestsBillingSettingsLog OutFEE TYPEAnapurna Partners Time & MaterialsFixed FeeNon-BillableConnected WorkFlexible BillingAuto InvoicingFaster Payments

Set renewals on autopilot

Turn on auto-renew and set pricing rules for any engagement, and let Karbon prepare each renewal draft on schedule, ready for your review and final approval.

Your team stays ahead of every renewal date as engagement volume grows, so revenue stays strong without anyone chasing the calendar.

Accounting and TaxGeneralIntroductionServicesBillingAgreementPaymentSendGeneralENGAGEMENT NAMEAccounting and TaxFor internal use onlyCLIENTReach FoundationEngagement PeriodSTART DATEJul 1, 2026RENEWAL DATEJul 1, 2027Renew EngagementAUTO RENEWAuto renew engagementCREATE DRAFT60Days before endPRICING ADJUSTMENTThis will only affect fixed fee work itemsRetain pricing from original engagementApply a percentage increase on original price8.00%Save and CloseContinue

Price confidently with AI recommendations

Reveal pricing insights with AI summaries and recommendations built on your firm’s realisation and utilisation data.

Take the guesswork out of pricing and maximise the revenue potential of every client engagement.

Reach Foundation renewalSERVICEPayroll ProcessingBILLINGWeeklyFEE TYPEFEEFixed Fee1,000.00ReviewPayroll Processing is currently realized at 67%, compared to 74% firm-wide. Adjusting the fee can help close this gap.Increase this fee by 7%?Yes, Increase FeeNo Change

Engagements Features

Service Templates

Create reusable service descriptions with pricing and billing schedules. Apply consistent offerings across all client engagements and expedite proposal building.

Proposals & Engagement Letters

Build professional, branded proposals and engagement letters with a custom proposal builder that includes personalised intro, services & pricing, and clear terms & conditions.

Flexible Billing Terms

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.

Integrated Invoicing & Payments

Automate invoice creation for recurring, fixed- fee work and payment collection based on engagement terms. Simplify time-consuming billing processes and eliminate payment delays.

Collect Payments in Proposals

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.

Digital Signatures & Multiple Signers

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 hoursThrough 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.
Megan Roberts
Megan RobertsHD Growth Partners

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