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Engagement letter
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jrtax57
Level 1
12-18-2023
09:27 AM
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I am new to Proconnect coming from Lacerte. How do I upload my engagement letter to populate all clients
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George4Tacks
Level 15
12-18-2023
09:39 AM
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Are you going to mail or e-mail Organizers? https://accountants.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-procon...
OR
Are you going to use Link? https://accountants.intuit.com/support/en-us/help-article/certified-public-accountant/intuit-link-ex...
Answers are easy. Questions are hard!
marksalmonllc
Level 1
12-18-2023
12:21 PM
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I have the same question, in my case I plan to use Link
