When I create a new client, I can send the Intuit Link invitation with the engagement letter, questionnaire, and checklist. However, If I got a client in 2018 and sent the 2018 engagement letter, how do I send 2019 engagement letter to the same client?
Solved! Go to Solution.
When you create a new request under Lacerte, you should see an option to Edit the Engagement Letter for someone who had previously accepted an invitation. Do you not see that option?
See also this article for a detailed explanation: https://proconnect.intuit.com/community/help-articles/help/using-intuit-link-in-lacerte/00/5170
Still an AllStar