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Contract management for accounting firms

Engagement letters, mandates, client contracts: centralize and automate your firm's document management. Deadline alerts for all your clients.

Adapted to your business

Features designed for accounting firms

Engagement letters

Create and renew your engagement letters with our professional templates. Automatic renewal deadline tracking.

Multi-client management

Organize contracts by client in dedicated folders. View all your clients' deadlines on a single dashboard.

Industry templates

Our templates are designed for the specific needs of accounting firms. Update your documents easily.

Secure archiving

Store all your documents in a secure space hosted in France. Find any contract in seconds.

Simplify contract management for your firm

Join the professionals in the sector who trust Einidoc. Free trial, no commitment.

FAQ

Contract management for accounting firms

Are the engagement letter templates comprehensive?
Yes, our engagement letter templates are carefully drafted to cover the essential clauses. They are regularly improved to meet the needs of firms.
How to manage contracts for dozens of clients?
Einidoc allows you to organize your documents by client folder. The dashboard centralizes all deadlines and you can filter by client, document type or date.
Can my staff access the documents?
You can share specific documents with your staff via secure links. Each access is recorded in the document history.
Is per-engagement billing possible?
Einidoc offers monthly and annual plans adapted to firms. The Pro plan with unlimited documents is ideal for firms managing many clients.