Engagement Letter and Proposal Automation Software
Built for the Way Accounting Firms Actually Work
Smart, Adaptive Templates: Conditional logic tied to client data automatically updates engagement letters based on service type, entity structure, or fee changes. Set rules once, apply them every time.
Bulk Letter Generation: Import client lists, map them to templates, and generate hundreds of engagement letters at once, ready for e-signature in just a few clicks.
Built-In E-Signature Tracking: Clients sign directly within Knuula, with a clear dashboard showing who has signed, who hasn’t, and who needs follow-up, no third-party tools required.
Centralized Letter Management: Store every engagement letter in one place and easily search, update, renew, or revoke documents without digging through emails.
A Better Way to Manage Client Engagement Letters
Audit Engagements
Automatically generate audit engagement letters that adapt to unique financial statements and basis of accounting — removing the guesswork and taking the thinking out of the engagement letter process.
Group Tax Services
Easily combine commonly owned entities into a single group and generate engagement letters in bulk — saving time for you and your clients.
Client Accounting Services
Customize service offerings for every client, tailoring engagement letters to their exact needs while automatically calculating pricing across bookkeeping, payroll, and reporting services.
Proposals
Quickly create polished, complex proposals that reflect your firm’s full range of services — scalable across team members and service lines for a consistent client experience..
Get Started with Knuula
See how Knuula can streamline engagement letters, proposals, and document workflows across your firm.
Book a Demo →Trusted by Leading CPA Firms
What our customers say about Knuula's engagement letter software.
"As a CPA, I dreaded the annual engagement letter process, until Knuula. It is very well-designed to be simple, intuitive, comprehensive, but powerful behind the scenes; saving me time and money.
Knuula is a dream come true for CPA engagement letters!"
Emmett Castro
CEO
Castro Accountancy Corporation
"We send 2,000 Engagement Letters every January. Before using Knuula, this took nearly two weeks of manual work inputting client details into different templates, juggling spreadsheets and word documents, and uploading and adjusting them in an e-Signature platform.
With Knuula, we complete the entire process in just a few hours. Knuula integrates seamlessly into our current workflow and completely removes our manual effort. All we have to do is select the clients from our database and click send."
Austin James
Director
ATKG
"One of our biggest pain points was working with clients that have 30, 40, or even more separate entities. Previously, we had to send each letter individually—sometimes dozens at a time—requiring multiple signatures and creating a clunky, frustrating experience.
"Knuula’s ability to group engagement letters into a single, organized delivery changed everything. We can now serve our most complex clients with the professionalism and clarity they expect, and we no longer fear that a poor process might damage those relationships."
Daniel Brock
Member
BMSS
"Our old engagement letter process was inefficient and hard to track—we juggled multiple tools and had limited visibility into client actions. With Knuula, everything is streamlined.
We can now create, send, and monitor engagement letters from one platform, giving us full transparency and saving significant time across our operations."
Daniel Gregory
Firm Administrator
JLK Rosenberger
"Our engagement letter process was manual and scattered, with no central source for client info, requiring us to pull details from over 500 previous year engagement letters.
Now, Knuula provides an easy way to create engagement letters and a central source of truth for all client engagements."
Victoria Beedle
Administrator
LMC
"We were able to prepare all our EBP Audit letters with speed and ease, without sacrificing the customization we required.
The Knuula team was extremely responsive to my questions and made the implementation of the product itself very smooth. They truly are engagement letter experts, and the end result for our firm was a far faster and improved process. I am excited to continue working with Knuula, and am eager to help my firm more broadly adopt this product."
Christine Stolzenburg
Senior Manager - A&A
Freed Maxick
"Knuula has fulfilled our expectations and transformed how we manage engagement letters.
We are saving time, improving communication, and finally have a scalable solution we trust."
Tina Moore
COO
Pease Bell
"When Knuula came across my desk, I was skeptical. I had been trying to find or develop an engagement letter solution that would meet the exhaustive demands of our structure without overwhelming our clients with e-signatures for every job we do for them.
Knuula's platform delivered exactly what we needed. It offers incredible flexibility - generating complex engagement letters that cover entire client groups and all their services, while also handling simple tracking for individual client services. When new compliance standards emerge, we can quickly generate required client documents without starting from scratch.
Their team has been fantastic to work with. They're constantly pushing the platform forward with new functionalities, and you can tell they live and breathe engagement letters."
David Kelso
Director of IT
Delap
Flexible Pricing Plans Tailored
to Your Unique Needs
Our pricing is based on the number of clients you serve and the services you need.
Get Started with Knuula
See how Knuula can streamline engagement letters, proposals, and document workflows across your firm.
Book a Demo →
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