When inviting a client to use Intuit Link through the 2019 program, the only option that I have for an engagment letter are the two defaults that Lacerte provides. How do I copy and past a new letter without having to type the entire thing? Why doesn't the link tool in the 2019 program access the letters from 2018? Or is this an issue that needs to be resolved by Lacerte?
Do it the good old fashion way with Cltr-C for copy and Cltr-V for paste.
Still an AllStar