FeeSynergy Engagement Letter and Proposal Management
FeeSynergy is #1 for Engagement Letter and Proposal Management software for accounting firms in Australia and NZ.
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FeeSynergy Collect is our flagship cloud-based software platform. The platform incorporates a comprehensive range of features and modules which are specifically designed to suit the needs of accounting firms of all sizes.
These include: automated email reminders with customised workflow, online card payments, bank integrated direct debits, integrated fee funding (including client self-service option), risk management and business advisory tools and ENGAGEMENT LETTERS AND PROPOSALS.
FeeSynergy Collect’s advanced work flow engine provides complete transparency over which clients have received, signed and returned their engagement letters. The letters are saved within Collect or can be easily saved into the firm’s practice management or document management system. As a module of FeeSynergy Collect, there are no limits to the numbers of engagement letters that can by generated from the system – thereby encouraging firms to issue letters to all clients in accordance with APES and TPB industry requirements.
FeeSynergy Collect is tightly integrated with MYOB AE & AO and GreatSoft via approved API connectors delivering secure world class solutions to our large base of mutual clients. Collect recognises the practice management system as the "source of truth" and is synced in real time to ensure the integrity of client data is maintained.
All components of FeeSynergy Collect are owned, designed, developed, implemented and supported by FeeSynergy's Australian based team. Collect is very secure - the platform is hosted in AWS Australian data centres and is subject to regular independent penetration testing.