TaxBandits Customized Engagement Letter: Tailor It to Your Exact Needs
We understand that every client is unique. Our “Customized Engagement Letter” feature allows you to share the perfect agreement with your clients,
ensuring a smooth start to their BOI reporting process.
Personalize The Engagement Letter
Set your own terms and conditions while keeping it professional and personalized for every agreement.
Auto-populate Client Information
Auto-fill client details with dynamic tags to save time and reduce manual errors.
Email Template Customization
Customize your email templates right from subject to content to fit your brand and message.
Request an E-Sign
Skip the paperwork and request your client's signed engagement letter electronically.
Portal for Clients
Clients’ can review the terms and conditions and sign electronically through the secure portal.
Auto-Status Update
Once your clients sign the engagement letter, the status is automatically updated, keeping you in the loop with zero hassle!
Build a legal relationship with your clients’ and file BOIR with confidence.
How to send the Engagement Letter to your Clients?
To send the Engagement Letter to your clients, follow these steps:
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Step 1:
Enable BanditConnect in TaxBandits.
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Step 2:
Add client details and customize the Engagement Letter with your terms and conditions.
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Step 3:
Request an E-Signature from each client.
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Step 4:
Client reviews and signs electronically through a secure portal.
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Step 5:
Receive an automatic notification once signed.
