Engagement Letter

https://accountants.intuit.com/support/en-us/help-article/identity-verification/understanding-engagement-letters-proconnect-tax/L9wednhlA_US_en_US?uid=mg2iphyq

n ProConnect, client engagement letters are typically stored or linked under the client’s file / settings / client letters & forms area. According to Intuit’s documentation:

• Navigate to Settings → Client Letters & Forms in ProConnect.

• From there, you can see which letter templates are available and which have been sent / signed.

• For a specific client, you may see under their profile or “client file” area a history or log of documents sent, including the engagement letter.

If you can’t find the signed version, it might not have been uploaded back or properly captured in the system — check your document repository, emails (if you emailed it for signing), or wherever your firm stores signed client agreements.

To customize or edit the engagement letter template in ProConnect:

1. Go to Settings → Client Letters & Forms in ProConnect (where letter templates are managed) 

2. If you have a custom template, click the name of that template.

3. On the line for “Engagement Letter,” click Edit (or a pencil icon) to change the wording. Make whatever edits you want (text, clauses, formatting) and Save. 

A few extra notes / caveats:

• If you don’t already have a custom template, you may need to create one first, and the engagement letter becomes part of that custom template.

• Changes to the Standard / default template apply firm-wide; editing a Custom template applies only for clients using that custom version. 

• The editing interface might limit formatting (fonts, spacing) users report some restrictions in how much styling you can do.