{"id":1109,"date":"2015-12-18T15:55:57","date_gmt":"2015-12-18T21:55:57","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=1109"},"modified":"2017-11-29T08:32:31","modified_gmt":"2017-11-29T14:32:31","slug":"go-paperless-with-intuit-link-engagement-letters","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/go-paperless-with-intuit-link-engagement-letters\/","title":{"rendered":"Go Paperless With Intuit Link Engagement Letters"},"content":{"rendered":"<p><span style=\"font-weight:400;\">You know you need to do it. And, every year you dread it. Time to send engagement letters to tax clients. It\u2019s likely you\u2019re required to send engagement letters by your professional liability insurance policy, so it\u2019s not a question of whether you need to send them. And, you understand why.<\/span><\/p>\n<p><span style=\"font-weight:400;\">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.<\/span><span style=\"font-weight:400;\"><sup>1<\/sup><\/span><\/p>\n<p><span style=\"font-weight:400;\">If you\u2019re feeling guilty about now, take heart. It\u2019s never been easier to do the right thing, because as an Intuit<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> 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\u2019s face it \u2026 easy means we\u2019re more likely to do the right thing.<\/span><\/p>\n<p><span style=\"font-weight:400;\">It\u2019s 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.<\/span><\/p>\n<p><span style=\"font-weight:400;\">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\u2019ll get that warm and fuzzy feeling that comes from knowing you limited your liability this tax season.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Learn more about Link by reviewing these\u00a0<a href=\"https:\/\/proconnect.intuit.com\/ito-link\/#hiw\" target=\"_blank\" rel=\"noopener\">short videos<\/a>.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>1<\/sup> <\/span><a href=\"http:\/\/www.journalofaccountancy.com\/issues\/2014\/jan\/20137591.html\" target=\"_blank\"><span style=\"font-weight:400;\">http:\/\/www.journalofaccountancy.com\/issues\/2014\/jan\/20137591.html<\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You know you need to do it. And, every year you dread it. Time to send engagement letters to tax clients. It\u2019s likely you\u2019re required to send engagement letters by your professional liability insurance policy, so it\u2019s not a question of whether you need to send them. And, you understand why. Engagement letters protect you<\/p>\n","protected":false},"author":107200346,"featured_media":1111,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[2717],"intuit_collection":[],"intuit_series":[],"coauthors":[509474103],"class_list":["post-1109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-link"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Go Paperless With Intuit Link Engagement Letters - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/go-paperless-with-intuit-link-engagement-letters\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Go Paperless With Intuit Link Engagement Letters - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"You know you need to do it. And, every year you dread it. Time to send engagement letters to tax clients. It\u2019s likely you\u2019re required to send engagement letters by your professional liability insurance policy, so it\u2019s not a question of whether you need to send them. And, you understand why. 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