Proposals & E-Signatures
Send an engagement letter, track when a client reviews it, and get it signed — without a separate signature product.
Getting a client from "interested" to "signed and engaged" usually means bouncing between a proposal tool, an email, and a separate e-signature product. TPP keeps engagement letters and signature requests inside the same record as everything else for that client.
Proposal
How it works
Attach it to the client's record and request a signature.
They read the full document before signing — nothing is pre-checked or assumed.
A typed or drawn signature is captured and time-stamped.
The signed document is retained on the client's record, and the related task is marked complete automatically.
Key capabilities
A real tax-practice scenario
Imagine a new client needs to sign their engagement letter before you can start their return.
You send it from TPP. They get a notification, review it on their phone, and sign. The signed letter is retained on their record and your team sees the engagement move forward immediately — no separate signature tool, no email attachment to file.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
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One simple, secure home where clients upload documents, complete tasks, sign, message your firm, and check their return status.
Learn more →Build a workflow template once, then apply it to every return of that type — with dependencies, owners, and automation built in.
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