Solved: 2019 Engagement letter to be sent to an existing client

CACPA2020 · ‎04-27-2020

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?

itonewbie · ‎04-27-2020

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

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Still an AllStar

View solution in original post

itonewbie · ‎04-27-2020

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

2019 Engagement letter to be sent to an existing client

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