New
Add Spouse Name for Client Profile AND Engagement Letter
It is hard to imagine in 2026 that the only option on the client is "taxpayer" and not the spouse. We need the spouse included in the profile AND a spouse signature on the Engagement Letter. This great process is useless to us without both signatures. Even if the argument is that it isn't "required", my insurance company disagrees and it is a matter of respect. Are we living in 1920?
