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Level 2
December 7, 2019
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Esignature for engagement letters. What do you use to electronically sign engagement letters?

  • December 7, 2019
  • 1 reply
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Best answer by itonewbie

If you opt to use the Engagement Letter in Intuit Link, you can get an electronic agreement from your client whose email is associated with your account.  But many find that woefully inadequate and would have their clients digitally or electronically sign their engagement letters using some other means.  As you may be aware, the E-Signature within PTO cannot be used for any purpose other than electronic signature of tax returns.

1 reply

itonewbie
itonewbieAnswer
Level 15
December 7, 2019

If you opt to use the Engagement Letter in Intuit Link, you can get an electronic agreement from your client whose email is associated with your account.  But many find that woefully inadequate and would have their clients digitally or electronically sign their engagement letters using some other means.  As you may be aware, the E-Signature within PTO cannot be used for any purpose other than electronic signature of tax returns.

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ATAXOPREPAuthor
Level 2
December 7, 2019
The engagement letter can be uploaded via link correct and client can manually sign take a pic and upload right? Would that seem like a good alternative? Trying to make it as easy as possible for clients that may not have computer or scanner