What's in this Article
Review and Sign an Engagement
This article guides you through the process of receiving an Engagement from your practitioner. Once they send the Engagement, you'll receive a secure link via email.
1. In the Engagement email, click Open Engagement.
Clicking the link in the email sends you to the Client Portal (if you have one set up already) or the Secure Link (if you are a new client).
2. Review the Proposal Introduction.
First review the Proposal Introduction at the top of the page.
3. Click Start to review Services.
The services section outlines the proposed billing schedule and total billed amount for the Engagement.
4. Click Next to review Terms of Service.
Read through the General Terms and Service terms for the Engagement.
5. Click Next to review Payment Details.
To use a saved payment method, select it from the available options. Then, click Confirm Payment Method and Next to continue.
If you don't have a saved payment method, choose either Credit/Debit Card or Bank Account. Enter your account details, check the authorization box, and click Confirm Payment Method. Then click Next to proceed.
Processing Fee Disclosure: A processing fee will be applied for credit card transactions. Please review the processing fee disclosure before authorizing and confirming your payment method.
6. Sign and Accept the Proposal.
In the Sign and Accept section, select your preferred signature font. Check the box to agree to be legally bound by the document, and then click Accept. A confirmation message will appear once the proposal is complete.
Download PDF
To download or print the proposal, click Download PDF at the top of the page. You can do this before or after filling out and accepting it. If downloaded after signing and acceptance, the PDF will include a signature confirmation.
