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If you opt to use the Engagement Letter in Intuit Link, you can get an electronic agreement from your client whose email is associated with your account. But many find that woefully inadequate and would have their clients digitally or electronically sign their engagement letters using some other means. As you may be aware, the E-Signature within PTO cannot be used for any purpose other than electronic signature of tax returns.
Still an AllStar
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If you opt to use the Engagement Letter in Intuit Link, you can get an electronic agreement from your client whose email is associated with your account. But many find that woefully inadequate and would have their clients digitally or electronically sign their engagement letters using some other means. As you may be aware, the E-Signature within PTO cannot be used for any purpose other than electronic signature of tax returns.
Still an AllStar
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- Mark as New
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Still an AllStar