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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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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
