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R
rondaaverycpa
Level 1
February 3, 2025
New

Change engagement letter so it can be sent to both spouses for signature.

Related products:ProConnect
  • February 3, 2025
  • 1 reply
  • 9 views

Most clients are filing joint so an engagement letter that can only be sent for one signature is not practical.

    1 reply

    T
    tfoti
    Level 4
    February 3, 2025

    That would entail having two email addresses for Link wouldn't it?   Which I am all for.  It picks up the email from "client" versus tax return and you have to remember, do I work with the TP or the Spouse on this return and what email do I have set up in client.  It's a pain

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