Whether you're a CPA, enrolled agent, or tax preparation firm - CanUSign helps you get engagement letters signed before tax season starts. Send professional contracts to your clients and get them signed from any device.
Send engagement letters to clients before tax season
IRS e-file authorization built into the template
Clients can sign from their phone - no office visit needed
Full audit trail for IRS compliance documentation
Yes, engagement letters are strongly recommended by the IRS and required by many state boards. They define the scope of services, protect both the preparer and client, and demonstrate professional standards.
Yes, electronic signatures on engagement letters are legally valid under the ESIGN Act. CanUSign provides a complete audit trail with timestamps and IP addresses for compliance documentation.
No, this engagement letter is separate from Form 8879. It covers the overall engagement terms. Form 8879 must still be signed for each specific e-filed return.