Engagement Letter with Reoccuring payment letter set up
I would like to create an engagement letter for tax, bookkeeping or accounting services with reoccurring payment already built in. Engagement letter would be signed and the customer is required to give credit card or ach to bill either on a reoccurring basis or at end of project or tax prep. Also ability to get deposit. I currently use Practice Ignition for this but it would be amazing to have all in one software. Or at least have Practice Ignition integrate with Canopy.