About JoanneS - Intuit Accountants Community

Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Level 1

Activity Feed

Posts
Replies

Can I send a questionnaire to a client after I send an engagement letter? - Not all at the same time...

I sent the letter. When I went back to send the questionnaire, the client's name is greyed out.How can I get around this?

JoanneS

Feb 19, 2022
Can I get a copy of the Client Input/Organizer document?

JoanneS

Feb 09, 2022

Community Stats

Posts	2
Solutions	0
Cheers Given	0
Cheers Received	0
Member Since	‎01-25-2022

Latest badges earned

View all badges