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defualt engagement letter

Level 2

We are new to Lacerte and Intuit Link.  I had a default engagement letter already in place in Drake.  There does not appear to be one in Intuit Link when I send an electronic organizer.  I did a test run and saw a template to make one?

Did I do something wrong

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Level 15

You can create a custom EL by copying over the contents you have from Drake.  Here's an article that outlines the process you should follow: https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170

In case you're not aware, Intuit Link does not offer any function for electronic organizers.  It is a basic client portal.  What you will have by default are a Questionnaire with broad open questions and a Document Checklist which contains a laundry list of documents you can request your client to upload.

Lacerte does offer e-Organizer but it is a different product and you can find out more about it in this article: https://proconnect.intuit.com/community/form-1040/help/sending-an-e-organizer-in-the-lacerte-program...

Still an AllStar