Thanks, found great one at an insurance company. They are fairly standard. Now, after typing in the template engagement letter into Intuit Link, I can't send it out to my clients. Making a request after opening the client shows me the template as a choice. But, when I select it, there is no button to send it. Also, the "request" just loads 3 drafts of junk I do not want to send the client. Is there an Intuit Link article that explains how to send out the Engagement letters? I listened to the videos and they are incomplete and go so fast, you can't even tell if they are giving actual steps or just marketing spin to describe the products.
