Sending engagement letter and/or consent letter for electronic signature in Business Organizers

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

Can I send an engagement letter and/or consent letter for electronic signature with the Business Organizer?

Answer

Yes. For more information, see Assembling and transmitting eSignature documents with the Client Organizer.

Related topic: Business Organizer frequently asked questions

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