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    CACPA2020's Posts

    2019 Engagement letter to be sent to an existing client

    by in Lacerte Tax Discussions
    ‎04-27-2020 09:52 PM
    ‎04-27-2020 09:52 PM
    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, ho... See more...
    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?
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