Engagement letters that start the work

Q: Is LucaLedger SOC 2 compliant?

LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.

By Jonathan Solomon, Founder of LucaLedger. Last updated June 2026.

The short answer LucaLedger handles engagement letters end to end: reusable templates for scope, fee, and terms; in-portal e-signature; and a status workflow from draft to signed. The difference is what happens after the signature, it automatically creates the client's organizer, document requests, and tasks. The engagement letter isn't a dead-end PDF; it's the trigger that kicks off the engagement.

Built for accounting & tax firms · In-portal e-signature · SOC 2 ready

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How it works

Reusable templates. Build engagement letters once, scope, fee structure, terms, firm details, and reuse them across clients and engagement types.
In-portal e-signature. The client signs inside your white-label portal; LucaLedger captures the signed name, the signed PDF, and the timestamp.
A clear status trail. Track every letter from draft to sent to signed, declined, or voided, so you always know what's outstanding.

The signature kicks off the engagement

This is what sets it apart from a standalone e-signature tool. When the client signs, LucaLedger doesn't just file the PDF, it creates the organizer, seeds the document requests, and generates the tasks for that engagement. The work starts itself. With a generic e-signature product, the signed letter is the end of the line; here it's the beginning of the workflow.

What firms used before

Firms typically bolt a proposals/engagement tool (Ignition) and a generic e-signature tool (DocuSign) onto the rest of their stack. Those are fine at signing, but the signature lands in a vacuum, and someone still has to set up the engagement by hand. LucaLedger turns the signature into the first automated step of the work.

Head-to-head comparisons for Ignition and DocuSign publish soon, see all comparisons.

Frequently asked questions

Can clients sign inside the portal?

Yes, clients e-sign in your white-label portal, and LucaLedger captures the signed name, PDF, and timestamp.

What happens after a client signs?

LucaLedger automatically creates the organizer, seeds the document requests, and generates the tasks for that engagement, the work starts itself.

Can I reuse templates?

Yes, build engagement letters once (scope, fee, terms, firm details) and reuse them across clients and engagement types.

Can I track status?

Yes, every letter moves through draft, sent, signed, declined, or voided, so you always know what's outstanding.

Is LucaLedger SOC 2 compliant?

LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.

How we describe this: based on LucaLedger's shipped capabilities as of June 2026. Last updated June 2026.

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