Practice Management Go Paperless With Intuit Link Engagement Letters Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Nade Murray Modified Nov 29, 2017 2 min read You know you need to do it. And, every year you dread it. Time to send engagement letters to tax clients. It’s likely you’re required to send engagement letters by your professional liability insurance policy, so it’s not a question of whether you need to send them. And, you understand why. Engagement letters protect you by making your responsibilities clear to clients and acting as a contract between you and the client. According to the North American Professional Liability Insurance Agency LLC (NAPLIA), individual tax engagements represent the majority of claims reported by leading CPA liability carriers. Yet, tax engagements are where engagement letters are least used.1 If you’re feeling guilty about now, take heart. It’s never been easier to do the right thing, because as an Intuit® tax professional, you have an advantage. You have help at hand to take the sting out of sending engagement letters. Intuit Link makes it easy to customize and send engagement letters. And, let’s face it … easy means we’re more likely to do the right thing. It’s easy for clients, too. From within Link, your client reviews the engagement letter and clicks to accept the terms. At-a-glance in Link, you can see when your client has accepted. And, clients appreciate the convenience of being able to view and accept the terms from any connected device. This tax season, make it easier for your firm to do the right thing. Use Link to send engagement letters to all of your tax clients. Link is free to use and included with your professional tax software, so give it a try! You’ll get that warm and fuzzy feeling that comes from knowing you limited your liability this tax season. Learn more about Link by reviewing these short videos. 1 http://www.journalofaccountancy.com/issues/2014/jan/20137591.html Previous Post Tax Pro Q&A: Tax Season Productivity Tips Next Post 4 Reasons to Consider eSignature Written by Nade Murray Nade Murray is a consultant with Intuit® ProConnect™. He has more than a dozen years of experience in the fields of property insurance, health insurance and tax preparation products. More from Nade Murray Comments are closed. Browse Related Articles Practice Management 3 ways engagement letters are being used for taxes Advisory Services 7 custom tips for advisory engagement letters Workflow tools Efficiency: Intuit® ProConnect™ Tax + Ignition Practice Management Engagement Letter Best Practices for Tax Pros Practice Management Pros and Cons of Professional Liability Insurance for T… Intuit® Accountants News What’s New in ProSeries® 2019 Workflow tools SafeSend streamlines workflow for Intuit® Lacerte® Ta… Tax Law and News This May Be the Tax Season of the Extension: What You S… Practice Management 5 Ways Intuit® Link Will Transform Data Collection Thi… Workflow tools Creating capacity with automation