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Engagement letter for entities

Level 1

Is there a way to enter an engagement letter in the entity modules as there is in the Organizer input for individuals?

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2 Replies 2
Level 15

Since there is no organizer, the short answer is NO.  You could add it as a part of the Final Paragraph in the Client Letter. It would probably be much better to just do a Word Document with Mail Merge from data exported from the program.


Level 15
I create a second letter on client letters (calling it engagement letter).
Then change the settings to point to THAT letter & print/pdf the letter for all clients. Then switch the setting back to the original letter for creating the tax return.
Former Chump..umm... AllStar.
"the game of life is hard to play"

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