What is an Engagement

An engagement is an individual job that's worked on with a client.

Each engagement provides a workspace which allows you to:

  • Collect a customized organizer.
  • Securely gather documents from clients.
  • Invoice your clients and get paid via credit card.
  • Send final documents for signature & approval.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.