I am coming over from Ultra Tax and in Ultra Tax you can print Engagement letters when you print the final return. Therefore when you have the client sign the efile authorization they are both there. I have been sending out client organizers for years and only about ten percent return the organizer. My professional liability insurance requires that I use engagement letters. This would be very helpful.
Thanks for the idea to "print Engagement letters when you print the final return". We are changing the status to "Open for voting".
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