What
How to get started using Engagement Letter (EL) templates in Truss.
Why
Automate hours worth of EL prep by using Truss to send ELs in bulk with a matter of a couple clicks.
Step 1: Go to Engagement Letter Template page in Truss
Step 2: Click "New Template" Button
Step 3: Name the template
Note: Default 1040 Template
Note: Default 1040 Template
If this is the main 1040 template, select the checkbox for:
Step 4: Copy/paste the text from your own EL, and format
Do not include letter head, logos, or signature lines
Merge Tags: fill in client data
Merge Tags: fill in client data
[first_name]
[last_name]
[all_first_names]
i.e. "Travis and Taylor"
[all_full_names]
i.e. "Travis Kelce and Taylor Swift"
[entity]
only works when an entity is linked to the project
[link: Custom Text]
will insert a button into the email with the text of your choosing
[update_summary]
will insert a bullet point list of all new tasks, comments, and files shared with client that the client has not seen yet. We have a timestamp of the client's last page visit and we include everything that has been added since then.
When you send this...
...the client gets this...
Yes/No Questions
Yes/No Questions
i.e.
Did you have any Foreign Income?
I consent to the use of my tax information
Sometimes you want the client to specifically agree to a particular point. This is not designed to be a full questionnaire but to allow you to include a handful of specific points of agreement/consent.
This may also be used in a 7216 consent to allow a client to opt out, but still sign the agreement.
Step 5: Click Save
