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Client Agreement

Terms of Engagement

Every engagement begins with clear expectations. Review the scope of our work, your responsibilities, and how we handle your information — then sign electronically to get started.

Electronic signature
Clear scope & responsibilities
Confidential & encrypted
Review & Accept

Sign Your Engagement Letter

Read the terms in full, enter your details, and apply your electronic signature. A copy is emailed to you on submission.

Once signed, we confirm receipt and open your file so preparation can begin.

Next Step

Signed? Start Filing

With your engagement letter in place, complete your intake and upload your documents — we will take it from there.