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Add a tax engagement letter as an optional form to print

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    anonymousanonymous shared this idea  ·   ·  Admin →

    9 comments

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      • MichaelMichael commented  · 

        There are good workaround solutions here, but there is really no reason not to have several customizable letters as an option.

      • Anonymous commented  · 

        I took the standard client letter and changed it to be my engagement letter. I have it set to print with client copy and my copy. They then get a copy for their records and I have a copy for them to sign with the efile papers.

      • AnonymousAnonymous commented  · 

        It's in the letter options.

      • AnonymousAnonymous commented  · 

        we add ours to the client letter. Set it up in word and copy in.

      • John HJohn H commented  · 

        Just edit the client letter to add whatever you want. It's easy and can be made flexible. We have a 4 page custom letter we send out with our Organizers. I'll be happy to share it.

      • PgccpaPgccpa commented  · 

        The work around I have used has been to insert my engagement letter after the Client Letter in the Tax Organizer. The engagement letter goes out with every tax organizer. I am still manually inserting my privacy policy into the final Clent Copy tax packaged delivered to the client at the end of the process.

      • Chuck WarmanChuck Warman commented  · 

        I've put in a request for 4 or 5 "standard" client letter options, rather than the single one now available. They could be simple, user-defined, blank templates that we could then use for any purpose -- client tax update letters, engagement letters, extension expiration warnings, thank-you notes, or just plain old PR.

      • brucetylerbrucetyler commented  · 

        Also need a privacy policy letter (editable) and extension letter (editable)

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