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How do I review and sign an Engagement?

Updated today

When your practitioner sends you an Engagement, you can review, sign, and submit it directly from your Client Portal or via the secure link sent to your email.


Why it matters

Engagements set clear expectations for services, billing, and terms. Reviewing and signing digitally makes the process fast, transparent, and secure.


Table of Contents


Open the Engagement

  1. Login to your Client Portal, or open the email from your practitioner and click the secure link.

  2. In the portal, go to your To-do list.

  3. Click on the proposal or engagement to begin.


Review the Introduction

  • On the Introduction page, read the introductory message from your practitioner.

  • There may also be embedded media such as documents or videos to review.

  • Click Get started to continue.


Review Services

  1. On the Services page, review the listed services and their prices.

  2. Check for any required one-time deposit to initiate the engagement.

  3. When ready, click View service terms to move on.


Review Terms

  1. In the Terms tab, read the general terms of service and any service-specific terms.

  2. Click the checkbox next to “I have read and agree to the terms of service.”

  3. Click Continue to eSign.


Sign and Authorize Payment

  1. In the Sign tab, review the processing fee disclosure (if applicable).

  2. Select a payment method or add a new one (credit/debit card or bank account).

  3. Check the box to authorize the payment method.

  4. Type your name into the Signee name field.

  5. Review the Total due now (if applicable).

  6. Click Continue to finalize.


Download PDF

  • On the confirmation page, click Download PDF to save a copy of the signed proposal for your records


Summary

To complete an Engagement, review each section—Introduction, Services, Terms, and Sign. Once you agree to the terms, authorize your payment method (if required), and sign, the engagement is officially accepted.


Need Help?

Contact your practitioner directly, or reach out to Support if you have issues accessing or signing your Engagement.

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