Engagement letter in Web Client Organizer

For Web Client Organizers, the engagement letter isn’t included with the rest of the organizer documents. Instead, the engagement letter is included as an action item.
To locate the engagement letter in the client's portal, go to the
NetClient CS
dashboard, select the client's folder, the
Tax Returns
folder, the date, the
Actions item
folder, then the
Action items
PDF.
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