--- title: Streamworks Tech Engagements --- [Skip to content](https://products.streamworkstech.com/en/engagements#main-content) [![Streamworks Tech Logo - Dark](https://products.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech%20Logo%20-%20Dark.png?width=475&height=60&name=Streamworks%20Tech%20Logo%20-%20Dark.png "Streamworks Tech Logo - Dark")](https://cpastreamworks.com/) Engagements ## **Client engagements just got a whole lot easier!** [Free Trial](https://streamworkstech.mybillsystem.com/Offerings/standalonecompilationapplication) Use code: 30daytrial [Watch a Demo](https://products.streamworkstech.com/hubfs/Streamworks%20Tech%20-%20Knowledge%20Base%20Videos/Engagement/Streamworks_Tech___Engagement_Full_Demo.mp4?hsLang=en) ![Engagement-Dashboard-1](https://products.streamworkstech.com/hs-fs/hubfs/Engagement-Dashboard-1.png?width=700&height=417&name=Engagement-Dashboard-1.png "Engagement-Dashboard-1") # Hear How Our Users Are Crushing It with Streamworks Tech Engagements! # Streamlined Workflow. ## Streamworks Tech Engagements - Singularly focused on guiding you through a streamlined engagement journey.   ![Compilation Engagement Journey-1](https://products.streamworkstech.com/hs-fs/hubfs/Compilation%20Engagement%20Journey-1.png?width=2000&height=322&name=Compilation%20Engagement%20Journey-1.png "Compilation Engagement Journey-1") # One Platform - Many Superpowers! ![3](https://products.streamworkstech.com/hs-fs/hubfs/3.png?width=500&height=500&name=3.png "3") ### **Dashboard:** Track progress, view summaries, and monitor timelines in real time. ![2-1](https://products.streamworkstech.com/hs-fs/hubfs/2-1.png?width=500&height=500&name=2-1.png "2-1") ### **Secure Client Requests:** Consolidate data requests and document exchanges securely. ![4](https://products.streamworkstech.com/hs-fs/hubfs/4.png?width=500&height=500&name=4.png "4") ### **Digitized Templates:** Use pre-designed or custom templates to auto-populate client data. # Additional Features - ### **Auto-Notifications:** Instant alerts for client requests to let you know when documents are sent.     - ### **Auto-Connect to Key Accounting Systems:** QBO and Xero integrations.    - ### **Easy e-Sign:** Fast, secure digital signatures for client and internal sign-offs. - ### **Centralized Client Management:** Manage client info and pull required details into engagements.   - ### **Configurable User Permissions: **Decide who can create and manage templates and assign roles to engagement team members.  Free Trial [Watch a Demo](https://products.streamworkstech.com/hubfs/Streamworks%20Tech%20-%20Knowledge%20Base%20Videos/Engagement/Streamworks_Tech___Engagement_Full_Demo.mp4?hsLang=en) --- **Contact Us | Nous Contacter[![Streamworks Tech Logo - Dark](https://products.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech%20Logo%20-%20Dark.png?width=264&height=33&name=Streamworks%20Tech%20Logo%20-%20Dark.png)](https://streamworkstech.com)** [support@streamworkstech.com](mailto:support@streamworkstech.com) [Privacy Policy](https://streamworkstech.com/legal/privacy-policy) | [Politique de confidentialité |](http://streamworkstech.com/legal/Privacy%20Policy%20Fr) [Cancellation Policy](https://streamworkstech.com/legal/cancellation-policy) | [Politique d'annulation |](https://streamworkstech.com/legal/politique-d-annulation) [Terms of Service |](https://streamworkstech.com/legal/streamworkstech-terms-of-service-north-america)[Conditions d'utilisation](https://streamworkstech.com/legal/conditions-d-utilisation-de-streamworkstech-am%C3%A9rique-du-nord)