Agent Setup - Letter of Engagement
The Letter of Engagement tab allows an Agent to customise their own letter of engagement using the templates available or using their own templates which can be uploaded.
Terms and Conditions
An Agent can upload their own terms and conditions or will have a choice of using a Nomisma default template by choosing their professional body from the Name of the Affiliated Accounting Body drop down list.
If you select to use Nomisma’s default template, you will need to enter your Continuity Accountant Name and their address.
Within Escalate To, provide details of the individual to whom escalations need to be sent.
E-Sign
Add the name of the authorised signatory and also their eSignature (via file upload) to the letter of engagement as well as to include a Director Guarantee Letter or not.
The director guarantee letter is an agreement that the director signs to agree to pay any monies due to your practice in the event their company goes into liquidation. It is highly recommended that you choose to send this when sending out the contract. Choose ‘Yes’ here to include this within every contract generated.
Quote Format
There are two quote templates to choose from which will automatically populate with the chosen services that an Agent will provide to a potential client. You are also able to preview each template by click on the PDF icon to the right.
Customised Additional Terms
There are various templates which an Agent can use to define any additional terms that they wish to have included. This will then be available to select from when producing a quote or contract.
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