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We are sending out Engagement Letters for 2023 bookkeeping, payroll clients, and 2022 tax returns

How to sign an engagement letter
5 easy steps

If it asks you for a login and password, close out and open the link in a different browser (Chrome, Firefox, Edge). 

How to sign an engagement letter 
10 easy and detailed steps

It looks like a lot of steps here but that's because we've broken it down as much as possible for those that might need the extra detail. New tasks can be intimidating so it may help to know every click that is needed. 
We do have a shorter version we can email upon request. Thanks! 

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