About Knuula

One platform to create, send, and manage every client engagement document.

Why We Created Knuula

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.

What We Believe

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.

What Knuula Does

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.

  • Programmable templates with conditional logic that adapt to each client's services, fees, and terms
  • Client data management that feeds directly into every document you generate
  • Bulk generation to produce hundreds or thousands of engagement letters in a single session
  • Built-in e-signature so clients can sign without leaving the platform
  • Centralized tracking to see the status of every document across your firm
  • A single dashboard to manage, renew, revoke, and update documents at any time

Who We Work With

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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See how Knuula can streamline engagement letters, proposals, and document workflows across your firm.

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