Frisco’s Knuula, an Automated Engagement Letter Platform, Partners With McGowanPRO

With packages starting at zero cost, there is no better time for professionals to start using Knuula's custom engagement letters.


Frisco-based Knuula announced a partnership with McGowanPRO, which specializes in providing professional liability, errors & omissions, and related insurance products to accountants, investment advisors, attorneys, and other professionals.

As discussed in an earlier post, Knuula is an innovative contract platform built for accountants, bookkeepers, tax professionals and now offers templates for insurance program administrators. The platform was designed to reinvent how accounting firms handle client engagement letters, leveraging templates and automation.

The Future of Automated Tools for Professionals

“Over the last couple of years, Knuula has built the best system out there for finding, drafting, editing, and sending engagement letters. Partnering with McGowanPRO brings high-quality, up-to-date engagement letter templates to our library and streamlines the process even further for our users.” – Jamie Peebles, Founder & CEO, Knuula.

This partnership allows for McGowanPRO’s popular templates to be publicly available via Knuula. All firms holding an active errors and omissions insurance policy through McGowanPRO will receive a discount on their Knuula subscription.

Knuula's New Partner

Massachusetts-based McGowanPRO, according to their website, was established in 1998 and is a boutique agency that specializes in providing professional liability insurance and related products on a national basis. Most of their executives have over 15 years of experience working in professional liability. McGowanPRO provides the best insurance options for your specific needs. Furthermore, they provided education and resources to aid in understanding your potential exposures and the insurance products available to your firms, as well as Risk Management and the development of your practice.

“As a leading professional liability insurance broker, McGowanPRO has always maintained that well-written engagement letters are an essential tool for accountants and CPAs to lower their exposure to litigation. Making our engagement letters easily accessible and improving the ability to customize them is so important. A partnership between Knuula and McGowanPRO, Risk Management Advisors to Accountants and CPAs, is a natural fit!” – Stephen Vono, Senior Vice President, McGowanPRO.


Looking for more information?

Click here for an earlier post on Knuula and the process of drafting an engagement letter utilizing the platform.