Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Engagement Letter

cancel
Showing results for 
Search instead for 
Did you mean: 

Engagement Letter

spalazzo

Lacerte should have the ability to import a client engagement letter that can be sent out with the client letter when sending out return for review and signature.

Status: New
0 Votes
Vote now if this is a good idea
1 Comment
Karl
Level 8
Level 8

This exists already.  When you start the "Request signature" process, the first screen in the upper left has a drop-down menu.  You can select to add an engagement letter to collect a signature.

Post comment