Contract management for accounting and audit firms
Keep engagement letters, bookkeeping agreements, and audit service contracts organized and up to date. Track fees, liability caps, deliverables, and renewal dates across every client.
Never let a contract slip through the cracks
Stay on top of every deadline, renewal, and obligation with powerful automation and AI-powered insights.
Pull key terms from engagement letters automatically
Upload an engagement letter or bookkeeping contract and our AI extracts the scope, fee structure, liability cap, term, and key deliverables. Know exactly what was agreed without re-reading every document.
Save time and reduce risk
Automate tedious tasks, eliminate missed deadlines, and gain full visibility into your contract portfolio.
Centralized client engagement repository
Store every engagement letter, bookkeeping contract, and audit agreement in one searchable place organized by client, service line, or renewal date.
Renewal and rate review alerts
Get notified before client agreements auto-renew so you have time to update fees, revise scope, and confirm terms before another year locks in.
AI extraction of key contract terms
Our AI reads your engagement letters and extracts scope, fees, liability cap, term, and deliverables automatically so you always know what was agreed.
Expiring contract reports
See which client agreements are coming up for renewal across your practice. Plan fee conversations and scope reviews before the renewal date hits.
Integrate with the tools you already use
Your contracts come from a dozen places. Contracko picks them up so every engagement letter, fee schedule, and vendor agreement lives beside the client account.
Auto-ingest contracts from closed-won deals and AI-extract renewal dates, value, and key terms.
Capture signed documents the moment signature requests complete and AI-extract renewal dates and key terms.
Monitor any SharePoint library and ingest new contracts automatically with AI extraction and renewal tracking.
Common contract types
Store, track, and manage all your agreements in one centralized platform—no more scattered files or missed deadlines.
Bookkeeping contracts
Monthly bookkeeping service agreements covering scope, fees, deliverables, and liability limits.
Audit engagement letters
Formal audit engagement agreements covering scope, timing, management responsibilities, and fees.
Tax service agreements
Agreements for tax preparation, planning, and advisory work covering deliverables, deadlines, and fees.
Advisory and consulting engagements
Project-based agreements for financial advisory, CFO services, and management consulting.
Software and tool licensing
Licenses for accounting software, practice management tools, and data platforms with renewal dates and seat counts.
Subcontractor and referral agreements
Agreements with specialist subcontractors or referral partners covering fees, confidentiality, and scope.
Frequently asked questions
Get answers to common questions about managing contracts in your industry.
Related industries
Explore how Contracko helps similar industries streamline their contract workflows.
Ready to keep your practice contracts in order?
Accounting and audit firms use Contracko to track client engagements, catch auto-renewals, and keep their agreements organized. Start your free trial today.