teekayoh
Level 1
02-10-2022
01:38 AM
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Hi,
As I've found out, the Intuit Link engagement letters do not allow for two people to sign, and is therefore not sufficient for clients who are married filing jointly. I will send a boilerplate engagement letter via DocuSign, but I would still like to send the questionnaire and the document upload link via Intuit Link. Is there a way to not send Intuit Link's engagement letter so it does not confuse my clients as to why I'm sending them two ELs?
Thanks in advance.
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