Contracts (Basic): Create & Apply Templates

Contract templates are used to define the scope of an engagement between your firm and a client. Create as many contract templates for different uses (bookkeeping, single-year tax prep, audit, representation, financial analysis, clean-up, payroll, etc.) as you need. Templates can be plain text or include custom HTML.

Contract templates are used to define the scope of an engagement between your firm and a client. Create as many contract templates for different uses (bookkeeping, single-year tax prep, audit, representation, financial analysis, clean-up, payroll, etc.) as you need. Templates can be plain text or include custom HTML.