QuinnM
Level 1
01-05-2024
12:32 PM
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I am trying to use the Lacerte batch request for e-signature to send out our engagement letters this year, as outlined in: https://accountants.intuit.com/support/en-us/help-article/client-engagement/using-esignature-batch-s...
Unfortunately the Batch request will only send the document to the primary taxpayer, so it is unusable for things like "sending out engagement letters" as outlined in the post. I know there is a similar issue with Intuit Link where only the primary taxpayer will receive the invite. Does anybody know of any work arounds for this issue?
Any advice would be appreciated, thanks!
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