Power the Digital Firm®

End-to-End Engagement Automation
to Eliminate Busy Work 

The Digilence Cloud is an all-in-one AI-powered solution to streamline the Engagement cycle for your firm and your clients.

Engagement Automation Assembly & Delivery

  • Eliminate the manual steps for assembly & delivery
  • Manage digital templates for all engagement types
  • Centralize all client data for auto-assembly
  • Bulk produce engagement docs with an AI 
  • Automate workflow for review and approval
  • Streamline client delivery through an integrated portal
  • 1-click e-signing experience for clients
  • Automated tracking dashboard of all engagement docs
  • Intelligent reminders and AI collaboration w/ clients
  • Dashboard reporting and notifications for your team

Syncs with your existing workflow system

Engagement Automation Tracking

  • Eliminate the painstaking daily task of tracking engagement letters, 7216's, and other tax organizer data for compliance
  • Automatically consolidate engagement docs from all sources (works with SafeSend, DocuSign, email) and save additional time to sync directly with your existing document system
  • Leverage AI to scan & validate signatures and content
  • Leverage AI to auto-detect and identify docs by engagement type (Audit, Tax, CAS, Advisory)
  • Leverage AI to extract document data for automation
  • Auto-update workflow status & task completion

Works with SafeSend & DocuSign
Syncs with existing workflow systems

Implement in weeks 
Save thousands of hours

* Eliminate tedious and repetitive administrative work
* Auto-save to your existing document management system
* Auto-update your existing workflow system to complete tasks

Tracking and Compliance all in one place

EL Tracking

Schedule a Demo

Create more staff capacity, and eliminate Engagement Letter Busy Work

What They're Saying

"Pinion is committed to being on the forefront of digital transformation. Digilence is the right partner to get us there. Digital intelligence, powered by Digilence, can help firms overcome the top challenges in our profession." Jeff Wald, CEO - Pinion Global