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
- :
- Where do I get a Client Contract and how do I send it to them?
Where do I get a Client Contract and how do I send it to them?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Hollyatrosewood
Level 1
02-05-2023
10:26 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
During my test drive, there was a button in the settings to upload a contract and organizer that I could send to clients. I cant find it anymore. Where do I find a contract I can adapt and how do I upload it on proconnect to the documents I send to my clients?
Labels
1 Comment 1
George4Tacks
Level 15
02-06-2023
09:47 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Look for Engagement Letter
Answers are easy. Questions are hard!
