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jrtax57
Level 2
December 18, 2023
Question

Engagement letter

  • December 18, 2023
  • 1 reply
  • 3 views

I am new to Proconnect coming from Lacerte.  How do I upload my engagement letter to populate all clients

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
December 18, 2023

Are you going to mail or e-mail Organizers? https://accountants.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconnect-tax/L3otPx4hB_US_en_US?uid=lqb2y6mh

OR

Are you going to use Link? https://accountants.intuit.com/support/en-us/help-article/certified-public-accountant/intuit-link-experience-proconnect/L130Fyxfa_US_en_US?uid=lqb2zivu

Answers are easy. Questions are hard!
    M
    marksalmonllc
    Level 2
    December 18, 2023

    I have the same question, in my case I plan to use Link

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