Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Engagement letter
Engagement letter
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
jrtax57
Level 1
12-18-2023
09:27 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am new to Proconnect coming from Lacerte. How do I upload my engagement letter to populate all clients
Labels
2 Comments 2
George4Tacks
Level 15
12-18-2023
09:39 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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...
Here's wishing you many Happy Returns
marksalmonllc
Level 1
12-18-2023
12:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have the same question, in my case I plan to use Link
