abctax55
Level 15

@kimmonzo 

Lacerte (PTO's big sister) doesn't have organizers for Partnerships or Corps (S or C).  Organizers are available only for individuals & trusts.   YMMV, but I doubt organizers exist for entities that, generally, use double entry accounting to maintain the books.

Engagement letters can be generated outside of organizers.  Most E&O insurance companies provide templates - perhaps your insurance provider does too.

 

HumanKind... Be Both