For accountants & bookkeepers
Win the client in five minutes.
Look the company up, send a priced proposal, get the engagement letter signed and collect the fee on Stripe. One flow from first hello to first payment, with AML onboarding built in. Athena drafts; you keep the send button.
The re-papering window
MTD clients need new engagement terms
MTD ITSA is live. Quarterly updates are now the law for a large slice of your client list, and the annual engagement letter in the filing cabinet does not cover quarterly work. Engage exists for exactly this moment.
Roughly 780,000 taxpayers are newly mandated. Quarterly work needs terms the old annual letter does not cover.
About 970,000 more join from April 2027. Practices that re-paper calmly this year will take that wave in stride. The rest will be photocopying letters in March.
Every mandated client needs new engagement terms and a new price for the quarterly scope, signed. Engage turns each one into a five-minute job.
Not sure what the quarterly work should cost? The free MTD Repricing Calculator shows you, client by client, before you send a single letter.
From first hello to first payment
A proposal in under five minutes
Type the company name. Engage pulls the record from Companies House and Athena drafts a priced, compliant proposal. You review it, you send it.
Engagement letters, e-signed
The letter travels with the proposal and gets signed on whatever device the client is holding. Every signature carries a forensic audit trail.
Money collected, not invoiced
Recurring fees start collecting on Stripe the moment the letter is signed. Dispute auto-protection submits the evidence for you if a client ever challenges a charge.
AML onboarding built in
Clients upload their ID documents through Engage and they arrive in a practice-side review queue. Onboarding and compliance stop being separate errands.
A chase sequence with no memory problems
Unsigned proposals get followed up automatically until they are signed or declined. Nothing dies in a prospect’s inbox because you were busy doing actual work.
Bring your client book with you
Import existing clients from Xero or QuickBooks. Useful for new wins, essential for re-papering the book you already have.
A flat price for the whole practice
Solo is £29 and Practice is £59 a month, +VAT. Practice covers the whole team at one flat price.
7-day free trial. No card
Win them here, keep them everywhere
Engage wins the client and banks the fee. AccountFlow runs the work and the deadlines, Footnote answers their tax questions with citations, Narrative tells their story in the management accounts, and Envelope decodes the brown envelopes HMRC sends them. Same evidence standard across the lot.
Questions about Engage
How does the free trial work?
Seven days, no card, the full product. Look a real prospect up, send a real proposal, and judge Engage on whether the letter comes back signed.
Is there a contract?
Monthly, cancel anytime. The price is on this page, flat for the whole team, which is not how this category usually behaves.
How does the e-signing work?
The engagement letter goes out with the proposal and the client signs on any device. Every signature carries a forensic audit trail: who signed, when, and against exactly which version of the document. If it is ever questioned, the record answers.
What does the AML onboarding actually cover?
Your client uploads their ID documents through Engage and they land in a practice-side review queue for you to approve. It handles the collection and the paper trail. Your AML policy and your MLRO judgement stay yours.
How do I know what to charge for MTD quarterly work?
We built a free MTD Repricing Calculator for exactly this. Find it at capstonesoftware.co.uk/mtd-repricing and it will show you, client by client, what the quarterly work should cost before you paper it.
Watch a client become revenue
Company found, proposal priced, letter signed, money collected. The whole flow in one loop.
Your next client is a lookup away
Seven days free, no card. Look one company up, send one proposal, and see how it feels when the letter comes back signed the same afternoon.