Your engagement letter

Before your first close, the portal asks you to sign a short engagement letter — six sections, plain language, two minutes.

It confirms: what we do for you, what we need from you, the monthly rhythm and the 10th-business-day close target, how billing works, how your data is protected, and that either side can end things with 30 days' notice.

Your typed name + the tick box is the signature, recorded with the date and the letter version. If we ever materially change the terms, you'll be asked to sign the new version — we never change them silently. The full master services agreement (available on request) covers anything the short letter doesn't.