TaxBandits Knowledge Base

What is the "Customized Engagement Letter" feature in TaxBandits?

The "Customized Engagement Letter" feature allows tax professionals to create and send personalized engagement letters to their clients for BOI filings. It acts as a service agreement among them about their BOI reporting process, simplifies the process of obtaining client consent, and enhances client communication by allowing tax pros to customize the terms and conditions according to each client's specific needs.
Here are some of the benefits you can have:

• Fully Customized: Create and send the customized engagement letter with your own terms and conditions tailored to each client.
• Using Dynamic Tags: Automatically pre-fill client-specific details using dynamic tags to save time and reduce errors.
• E-Sign: Clients can sign electronically, speeding up the approval process and eliminating the need for paper forms.
• Flexibility to Modify: Update the terms and conditions of your engagement letter at any time