Electronic Engagement / Proposals

Introduction

The Apxium Engage functionality allows you to send electronic engagements to your clients with your particular firm’s engagement documentation. 

Once a client receives the electronic engagement via email, they are able to review the document, sign it online and provide you with the bank or credit card details which will be used for automatic debit once a direct debit invoice is created from your invoicing system.

Sample Client Electronic Engagement / Proposal