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Create and send engagement letters to new client files

Create and send engagement letters to new client files

Your unsigned engagement letters pile in a folder, causing missed e-sign invites and onboarding delays. Send e-sign-ready letters automatically so clients can sign and bookings occur same day.

Create and send engagement letters to new client files

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Overview

Manual creation of engagement letters ties up your tax manager and slows client onboarding. This flow turns uploaded draft files into e-sign-ready engagement letters and sends them to clients, enabling signatures and bookings the same day.

Create and send engagement letters to new client files