Engage for CPAs @EngageCPA
Effortless drafting, compliance and payments for CPAs. Fast contracts. Get paid. #SUS2018 engage-cpa.com San Francisco, CA Joined May 2015-
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We’re reading up on the role the gig economy can play in the unemployment crisis. Read more about what we've learned.
New! Now you can download sample engagement letters and templates from our website. See the letters that makes Engage a success with our customers and their clients! engage-cpa.com/see-our-engage…
This is literally why we built @EngageCPA. From @AICPA Tax Advisor: “Each year when tax season rolls around, one of the most daunting tasks is distributing the appropriate organizers and engagement letters to each client. This process is a prime target for streamlining.“
“[C]onsider including provisions such as mediation in the engagement letter...” @AICPA_JofA Sept 2020
“[I]f the CPA deviates from the scope outlined in the engagement letter, its effectiveness is diminished. The scope of the CPA's responsibilities may be infinitely expanded depending upon the allegations made by the client.” @AICPA_JofA Sept 2020
“One of the first things a defense attorney will review to understand the CPA's duty of care for a specific engagement is the engagement letter. A strong engagement letter can help aid claim defense.” @AICPA_JofA Sept 2020
[Part 4 of 6] In 2017, I closed my law practice to start Engage for CPAs, a practice management app for accountants. Why? This Part IV explains how we valued the market to determine whether this was an opportunity worth pursuing. buff.ly/37U72hw
[Part 3 of 6] In 2017, I closed my law office and started Engage for CPAs. Why did I start Engage? This post is part of series that answers the question. Part III describes the market analysis and why we pursued this market opportunity. buff.ly/2t91P6i
[Part 2 of 6] In 2017, I closed my law office and started Engage for CPAs. Why did I start Engage? This post is part of series that answers the question. Part II describes what we built and how is solves a persistent problem for accountants. buff.ly/319jJSX
@IsaiBCortez @jwrhastings @stripe Engage has automated engagement letters with stripe integrated into the app. Clients sign the agreement with a checkbox with submit payment info at the same time.
In 2017, I closed my law office and started Engage for CPAs. Why did I start Engage? This post is part of series that answers the question. It describes how engagement letters were a pain point in my tax practice and how I solved the problem. buff.ly/2Ofz53b
In 2017, I closed my office and started a company, Engage for CPAs. Why did I start Engage? This post is part of a series. Part I is about how engagement letters are a persistent pain point for accountants and why they are important. buff.ly/31bvOqJ
We’re working on an app for this.
It's more important than ever for businesses to consider the issues of Independent Contractor or Employee. There's no clear cut test and getting it wrong can come with penalties. #AICPATax #TaxTwitter Independent contractor or employee? Varying tests thetaxadviser.com/issues/2019/de…
EngageNext is working on this: streamlined service contracts for independent contractors.
The freelance economy in 3 stats: • 34% of the national workforce freelance • 80% of non-freelancers say they would be willing to do work outside their primary job to make more money • 36% of moonlighters have thought about quitting to work completely independently
Sign up before 10/31 and use @EngageCPA for free through December 1! DM your engage login to claim the extended trial period.
Congratuions, #TaxTwitter: 2018 is in the books! Would you pay $30/mo to have someone handle all of your 2019 engagement letters? You can. engage-cpa.com.
Take care of the engagement letter problem; get advance payments. engage-cpa.com.
As technology has grown, we’ve not only been bombarded with opportunities to run our tax and accounting practices more efficiently; we’re also overwhelmed with the numerous app options that supposedly help us better manage our workflow via @NayoCarterGray bit.ly/2lvsZ3o
Tax deadline promotion: I’m extending Engage’s free trial through 10/31. Sign up for a trial account and DM me to claim the offer. engage-cpa.com
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