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Level 2
March 5, 2024
New

Engagement Letter

Related products:Lacerte
  • March 5, 2024
  • 2 replies
  • 8 views

Lacerte should have the ability to import a client engagement letter that can be sent out with the client letter when sending out return for review and signature.

2 replies

Intuit Community Champion
March 14, 2024

This exists already.  When you start the "Request signature" process, the first screen in the upper left has a drop-down menu.  You can select to add an engagement letter to collect a signature.

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spalazzoAuthor
Level 2
January 12, 2026

Thanks Champ.