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S
spalazzo
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

    K
    KarlIntuit Community Champion
    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.

    *If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
    S
    spalazzoAuthor
    Level 2
    January 12, 2026

    Thanks Champ.

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