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
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Idea Exchange
- :
- Engagement letter automatically produced as a document to sign via DocuSign
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Engagement letter automatically produced as a document to sign via DocuSign
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Engagement letter automatically produced as a document to sign via DocuSign
Engagement letter automatically produced as a document to sign via DocuSign
Submitted by serranocpallc on 02-27-2021 06:44 PMI would like the engagement letter to automatically produce as a document you are requiring your clients to sign, along with the electronic filings for Federal and State. Currently, I have to print the engagement letter to pdf, upload it to DocuSign as a document to sign, then select the signature line for them to sign. I would love it if Proseries can do this automatically.
Find more ideas labeled with
1 Comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.