Can it send engagement letters?
Yes. Documents from templates fills your letter with the client's details, and e-signature sends it out and keeps the signed version on the client's record. Both pieces have one part not live yet.
For accounting firmsUpdated
Software for accounting and tax firms
Corwen builds small accounting and tax firms their own app for the work their rented tools don't cover well: client intake, engagement letters, document requests and billing. Describe how your firm works, answer a few questions about the tools you use and who's on your team, and Corwen picks the pieces from a menu of 240 and builds the app. You try it on made-up clients first, and the firm owns the app and the data.
It works next to the tax and accounting software you already use. Keep the tools you like, and cancel the subscriptions you're only paying for one feature of.
Most firms we talk to start with engagement letters that go out from a template and come back signed, and a place for clients to upload documents instead of emailing them.
If you'd rather have Corwen build it for you, start with a backlog review. It is forty-five minutes, on a call or at your office, at no charge, and you get a list of the projects that have been waiting with a price and a date on each.
From the menu
The pieces that make it
These are the pieces Corwen usually picks for a firm. Take any of them out, or add more from the menu. See every piece on the menu.
| Piece | What it does | Today |
|---|---|---|
| Website lead and intake forms | Build forms for the website or a shareable link that create a lead, request, or intake record when someone submits. Forms can also be sent to a prospect to fill in. | One part not live yet |
| Documents from templates | Fill Word or PDF templates with customer and case details to produce letters, agreements, and forms in one click. | One part not live yet |
| E-signature | Send documents, quotes, and contracts for electronic signature, with a signing order and countersigning, and keep the signed copy on the record. | One part not live yet |
| Customer portal | Clients open a link or sign in to see their documents, bills and appointments, pay, upload files and message the business. | One part not live yet |
| Document library with folders and versions | Store files in folders per customer or case with versions, categories, full-text search, and photo galleries. | One part not live yet |
| Time and expense entries | Log hours and costs against a customer or case, billable or not, rounded to the firm's increment, one at a time or as a weekly timesheet. | Live today |
| Invoices from completed work and unbilled time | Pick finished visits, unbilled time, and billable costs and turn them into draft invoices, one per customer or case, in a single batch. | One part not live yet |
| Recurring invoices | Save an invoice as a template that creates and emails itself on a schedule, or reminds someone to create it. | One part not live yet |
| Tasks with owners, due dates, and reminders | To-dos with an owner, due date, priority, and status, linked to a customer or record, with reminder emails and a personal queue. | Live today |
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Questions owners ask
Can clients upload their documents?
Yes, through the client portal, where they can also see their bills, pay and message the firm. The portal has one part not live yet.
Does it replace our tax or accounting software?
No. Corwen builds the work around it, like intake and engagement letters, and the books stay in the system you keep.
What happens to client data?
Each firm gets its own app and its own database, and the firm owns its code and data. Corwen does not train on client records.
What does the backlog review cover?
We sit down with the people who feel the backlog and write down every project that has been waiting and what it costs you each week. You get the list with a price and a date on each item, whether or not you hire us for any of it.
Start
Start with the backlog review.
Forty-five minutes, on a call or at your office. No charge, no obligation.