Engager.app Templates
The original templates that were in engager.app when you started out with Engager.app
Proposal Templates
- Document Template - Proposals - Pricing
- Document Template - Proposal - Catch Up Fees
- Document Template - Proposal - Intro
- Document Template - Proposal - Outro
- Automatic e-mail with signed Proposal sent after client signs it
- E-mail with acceptance link for Proposal and Letters of Engagement
Companies House (ACSP) ID Vertication Templates
MTD Tempaltes
Governing Body and Association Templates
Company Sec Templates
- Written Resolution - Share Transfer
- Written Resolution - New Director
- Written Resolution - Change of Registered Office
- Written Resolution - Change of Registered Email Address
- Written Resolution - Apply to Strike Off
- Written Resolution - Allotment of Shares
Catch-Up fees
Document Templates
Privacy Notices
Email Templates
- A document awaits your signature
- Form request
- Client Portal file upload notification
- Bank Fetch request
- Automatic e-mail with signed LoE sent after client signs it
- Automatic e-mail with signed LoD sent after client signs it
Schedule of Services
- SOS - Benefit in Kind
- SOS - BOOKKEEPING SERVICES
- SOS - CIS
- SOS - CAPITAL GAINS RETURNS
- SOS - ANNUAL ACCOUNTS – UNINCORPORATED CHARITIES
- SOS - LTD Accounts
Letters of Engagement
- Additonal ACSP wording for your Letter of Engagment
- LOE - Trust
- LOE - Partnership
- LOE - LLP
- LOE - Limited Company
- LOE - Individual or Sole Trader