ProConnect Tax Idea Exchange
Submitted by TOM HB on 03-04-2024 01:13 PMCreate the ability for users to create a Word document template for engagement letters where key fields (e.g. company name, address, signer name, etc.) can be merged and then sent to DocuSign. The tag placement for signer and date can be done within Word using anchor strings that are supported by DocuSign. Then create the ability to send the engagement letter in batch, similar to batch extension filing.
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