Client
One of the renowned independent accounting and advisory firms in the United States.
Creating engagement letters manually can be a time-consuming and error-prone process. Changepond has developed a solution that streamlines and simplifies the process of generating engagement letters.
One of the renowned independent accounting and advisory firms in the United States.
Time Intensiveness
Inaccuracies
Security risks
Delays due to multi-level internal approvals
Our solution works as follows
1
Input from Questionnaire
2
Creation of Letter
3
Edit/ Approval
4
Storage
Smart Questionnaire to generate templates
Optimized workflow
Easy customization/ editable templates
Client-specific customization
Grade-wise access to edit/ modify
Digital signatures
Versioning to track, audit, and restore changes
Easy integrations with corporate systems
Personalized dashboards
Provision to add watermarks, letterheads, and additional documents
Real-time notifications
Unified storage of contract letters and other documents
Enhanced efficiency and accuracy
Decreased administrative costs
Improved turnaround time
Streamlined process
Reduced risk of errors and oversights
Enhanced document management and security