pdbill
Level 1

The Engagement letters for the tax organizer correctly insert the client name and other information in the engagement letter. Adding the same letter to the intuit link-template does nothing you get the placeholder descriptions only. there is a tip in the app that mentions $ as placeholders but they do not work. The instructions on the website and videos are all wrong and don't work.  does anyone have any updated instructions on composing as a letter that correctly inserts the client and firm information in the LINK engagement letter?

0 Cheers