Duplicating an engagement allows you to restart an existing engagement without rebuilding it from scratch. This saves time and helps ensure consistency across engagements for the same client.
Engagement Credit Update!
Client Engagements now use a credit-based pricing model.
When a Credit Is Applied:
A single Engagement client credit is applied the first time you send an Engagement to that client.
How Credits Work:
Each client uses only one Engagement credit per subscription cycle.
After that credit is applied, you can send unlimited Engagements to that client for the remainder of your subscription at no additional cost.
Engagement credits are separate from Smart Intake credits and apply only to Engagement-related actions.
👉 Learn more: Smart Intake & Engagements Credits
Value to Accounting Firms
Duplicating engagements streamlines recurring work, reduces setup errors, and supports repeatable workflows—especially for seasonal or annual services.
Table of Contents
Duplicate an Engagement
Click Work in the global navigation bar.
Select Engagements List.
Click the Engagement you want to duplicate.
Click the Duplicate icon in the upper-right corner.
Update any details needed for the new engagement.
Example: Adjust the start and end dates.
Click Save and Send.
Download an Engagement as a PDF
Click the Engagement name to open it.
Click the arrow icon in the upper-right corner to download a PDF copy.
Summary
Duplicating engagements helps you quickly restart work for a client while keeping settings consistent. You can also download a PDF version of any engagement for record-keeping or client communication.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.