Automate Your Engagement-to-Cash Workflow

QuickFee and Knuula have teamed up to save you precious time by automating processes from engagement to payment, while enabling online payments and easy reconciliation at every stage in the client journey. With this integration, your firm can automate almost every major client touchpoint – and see cash in your account right from the engagement letter.

QuickFee + Knuula: Better Together

Proposals, engagement letters, invoices: It can take hours each week to create these documents and follow up with clients on payment.

Enter the QuickFee and Knuula integration. This powerful combo can help you significantly reduce manual effort, get paid faster, and focus on the most important parts of client work.

KNUULA AUTOMATES
ENGAGEMENT LETTERS:

Knuula is the easiest way for firms to create customizable Audit, Tax, and Advisory engagement letters at scale within minutes,using programable templates and other advanced features.

QUICKFEE AUTOMATES
ONLINE PAYMENTS:

QuickFee offers a streamlined online payment platform that can also integrate invoicing and reconciliation activities with your practice management system. Your clients get the flexibility to pay online by Card, ACH, or with a client financing solution exclusive to QuickFee. It allows them to pay over 3-12 months at no cost to the firm.

COMBINE BOTH FOR A FULLY AUTOMATED WORKFLOW.

With QuickFee and Knuula integration, you’re not just saving time on admin tasks – your clients get an elevated experience with a personalized payment link on all their engagement letters and invoice reminders.

Featured in the Accounting Technology Lab Podcast.

The QuickFee + Knuula integration was recently featured by The Accounting Technology Lab Podcast (hosted by CPA Practice Advisor). In the episode, industry experts Randy Johnston and Brian Tankersley share their thoughts on the integration and examine the technology.

“When I look at this integration, this is my hope for the future of the accounting technology space, that we will focus more on solving the problems of our clients and we will focus less on navel-gazing and figuring out how we’re going to sell more of X, Y, or Z. I really like the fact that these folks have have gone after creating a solution instead of a product.-Brian Tankersley, CPA, CITP, CGMA

Featured in the Accounting Technology Lab Podcast.

The QuickFee + Knuula integration was recently featured by The Accounting Technology Lab Podcast (hosted by CPA Practice Advisor). In the episode, industry experts Randy Johnston and Brian Tankersley share their thoughts on the integration and examine the technology.

When I look at this integration, this is my hope for the future of the accounting technology space, that we will focus more on solving the problems of our clients and we will focus less on navel-gazing and figuring out how we’re going to sell more of X, Y, or Z. I really like the fact that these folks have have gone after creating a solution instead of a product. — Brian Tankersley, CPA, CITP, CGMA

WEBINAR: Automating Your Engagement-to-Cash Workflow, Without Breaking the Bank

See the QuickFee + Knuula integration in action! In addition to a demo, this informative webcast will also give you best practices for automating from engagement letter to payment, tips for creating customized engagement letters at scale, and tangible steps to address common pain points.

You’ll also learn how to:

  • Streamline client engagement activities.

  • Collect faster on Accounts Receivable.

  • Elevate the client experience.

Reduce Your Manual Workload Today!

It’s easy to get started with QuickFee and simplify your processes from engagement to cash. 

Want to see how it could work for your firm? Just fill out the form here and one of our team members will be in touch to schedule a 15-minute demo of the Knuula and QuickFee integration.