Discussion ongoing
Add Engagement Letter to E-Signature Ref:#15103569072
It would be extremely helpful to add the engagement letter to the E-Signature forms in lacerte.
Our process is to obtain engagement letter signatures at the same time we obtain efile authorizations through docusign. As part of our process we manually print the client engagement letter template through lacerte database reports as a pdf and then reattach it to the Lacerte e-signature additional documents. It would save significant time to have the e-signature forms grab the reference engagement letter and automatically add the document.
