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defualt engagement letter
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Richmond
Level 2
01-24-2021
08:47 AM
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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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itonewbie
Level 15
01-24-2021
11:56 AM
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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...
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