
In 2018, Jamie Peebles left his career to build a better way to create contracts. He had a law degree, an MBA, and enough development experience to build the first version of the product himself. The bet was simple: accounting firms were spending too much time manually producing engagement letters, and a data-driven platform could eliminate most of that work.
The engagement letter process at most firms hadn't changed in years. Partners and managers were copying Word documents, pasting in client details, manually adjusting terms, and sending letters one at a time. Tracking happened in spreadsheets. Signatures were collected through separate tools. Nothing was connected.
Knuula was built to replace that entire workflow with a single system. One place to structure client data, build programmable templates, generate documents at scale, collect e-signatures, and track every engagement across the firm.
What started as a tool for engagement letters has grown into a broader document automation platform, but the founding principle hasn't changed: accounting firms shouldn't spend hours on document work that a well-built system can do in minutes.
Engagement letters and client documents should be generated from structured data, not put together manually. When you connect client information to intelligent templates, the documents take care of themselves. The right terms, the right fees, the right scope language, all in the right place, every time.
We believe the firms that invest in operational efficiency gain a real advantage. They onboard clients faster, reduce administrative overhead, and free up their teams to focus on the work that actually drives revenue. Knuula is the system that makes that possible for the engagement letter process.
We also believe that the best software is built in close partnership with the people who use it. Knuula has been shaped by direct feedback from accounting firms of all sizes, from small practices to Top 100 firms. That collaboration has made our platform better at every stage.
Knuula is an engagement letter, proposal, and document automation platform. It gives accounting firms one system to handle the full lifecycle of client engagement documents.
Knuula works with accounting firms ranging from mid-size practices to Top 100 firms. Our platform is built for firms that produce engagement letters at scale and need a system that can handle that volume with accuracy and consistency.
Knuula was selected for the 2022 AICPA/CPA.com Startup Accelerator, a program that supports early-stage technology companies working to advance the accounting profession. As part of the program, Knuula presented at AICPA ENGAGE, the profession's largest conference.
In 2025, BMSS, a Top 100 accounting firm, made a strategic investment in Knuula after implementing the platform across their practice. The firm recognized the platform's potential to create complex client documents at scale and chose to partner with Knuula to help guide its growth.
Knuula also partners with McGowan Programs, a leading provider of professional liability insurance, to support risk management and engagement letter best practices across the accounting profession.
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Knuula is an engagement letter, proposal, and document automation platform built for accounting firms. It lets you create customizable templates with conditional logic, generate documents in bulk using your client data, send them for e-signature, and track the entire process from a single dashboard.
Knuula is built for accounting firms, from mid-size practices to Top 100 firms, that need to produce engagement letters and other client documents at scale. If your firm handles hundreds or thousands of client engagements each year and wants to reduce the time and risk involved in that process, Knuula is designed for you.
General-purpose proposals and e-signature tools aren't built around the specific needs of accounting firms. They don't understand service lines, AICPA standards, or the conditional logic required to generate accurate engagement letters across different client types. Knuula was purpose-built for this use case. The templates, workflows, and automation are all tailored to how accounting firms operate, not adapted from a generic business tool.
Yes. While engagement letters are the core use case, Knuula's template engine and automation tools support proposals, advisory agreements, and other recurring client-facing documents. Any document that needs to pull client-specific data into a structured format and go out for signature can be built and managed within the platform.
See how Knuula can streamline engagement letters, proposals, and document workflows across your firm.
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