Discussion:ProSeries - Engagement Letter

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Discussion Forum Index --> Tax Questions --> ProSeries - Engagement Letter

Beengel (talk|edits) said:

November 17, 2006
Am new to ProSeries Professional. Is there an Engagement Letter within ProSeries Professional, or do I need to create it? I found a paragraph for signature to insert, but that's it. If it exists for the 2006 tax year software, some direction as to how to find it would be appreciated. Thanks

Lizzit (talk|edits) said:

17 November 2006
Beengel,

If you've got a very large practice (i.e., 50+ employees), it may be worth doing your engagement letters through your tax programme. But if you've got a small practice, it's easier to have a Word template. It's the low-paid people (interns are free!) who should be drafting these babies from templates, not you.

Taxnfp (talk|edits) said:

20 November 2006
Look at www.accountantsworld.com under tools of the trade.

Jdugancpa (talk|edits) said:

20 November 2006
I create an engagement letter and copy it into the standard client letter printed along with organizers.

Beengel (talk|edits) said:

November 20, 2006
Taxnfp-- great resource! thanks!

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