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Engagement Letter eSign
Use an electronic signature pad to collect a client’s signature on an engagement letter, indicating that the client has seen and agrees to the terms.
Other videos in this category:
Billing
Drake Scheduler
Letters and Labels
Organizers
Result Letters & Filing Instructions
Learn how to customize Drake tax return result letters and filing instructions.
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Customized Paragraph
Include customized paragraphs within software-generated customer letters.
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Communications Editor
Edit and customize software-generated client communications, including tax return result letters.
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