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- Intuit link has incorrect engagement header
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Intuit link has incorrect engagement header
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Intuit link has incorrect engagement header
Intuit link has incorrect engagement header
Submitted by JRO Tax 3 weeks agoI'm having a problem with Intuit link.
In proconnect my engagement letter heading says 'Please review and sign the terms of our engagement."
When I send myself a link invite, the heading reads, "Please review the following. If needed, you can skip and come back later when you have more information."
The latter heading us incorrect. What needs to be done so the proper Engagement letter heading appears in the client portal? Clients should not be encouraged to 'skip' the engagement letter.
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