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How to send a Contract/Engagement Letter:
You can send your Contracts/Engagement Letters to your clients individually or in bulk.
You don’t have to mark them up with signature or date fields.
For more details, visit our Help Center by clicking the link below: https://help.taxdome.com/article/181-contracts#16
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
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Sending Contracts Manually
How to send a Contract/Engagement Letter:
You can send your Contracts/Engagement Letters to your clients individually or in bulk.
You don’t have to mark them up with signature or date fields.
For more details, visit our Help Center by clicking the link below: https://help.taxdome.com/article/181-contracts#16
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
