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

Jump to Engagement Letter Templates Page

Step 2: Click "New Template" Button

Jump to New Template Page

Step 3: Name the 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

[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

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.