Before You Begin: Template Setup
Engagement letter templates must be loaded into your Liscio Document Library by Liscio Support before you can send them. Templates cannot be self-uploaded.
To request a new or updated template:
Prepare your engagement letter as a Microsoft Word (.docx) file.
Create a separate Word doc for each entity type (e.g., 1040, 1041, 1065, 1120, 1120S, 990).
Submit the file(s) to Liscio Support using one of the following methods:
Email Liscio Support directly, or
Select Need Help → Chat with us → Upload file for the Support Team
Include the following with your submission:
The document name to display in Liscio (e.g., "2025 Engagement Letter – 1120S")
Liscio Support will load the template and confirm when it's available.
Note: Edits made during the sending workflow apply only to that specific task. To make permanent template changes, resubmit the updated Word doc to Liscio Support.
How to Bulk Send Engagement Letters
Bulk send allows you to distribute letters to up to 100 contacts per batch.
Step 1: Select Recipients
Go to Bulk Actions in the left navigation.
Select Get Signature.
Filter your contact list by Entity, Relationship, Account Owner, or Account Name.
Check the boxes next to the recipients.
Select Next Step.
Tip for Entities: Filter by Entity (Corporation, S-Corporation, etc.) before selecting recipients. Run corporate and individual batches separately to ensure the correct template is applied to each group.
Batch limit: Up to 100 contacts per batch (25 per page, 4 pages). For larger lists, complete one batch and repeat. Liscio does not automatically exclude contacts who've already received a letter — track your batches manually.
Step 2: Complete the Task Fields
Field | What to Enter |
Due Date | Sets the client deadline and triggers automated reminders. |
Task Owner | Defaults to the logged-in user. Change if needed. |
Document Type | Select Engagement Letter. |
Select Document | Choose your template. For 1120/1120S, select the corporate-specific template. |
Select Partner | Add the firm-level partner signature. Must match the signatory in your template. |
Fees | Enter the engagement fee, or type 0 if not applicable. Verify corporate fees separately. |
Subject Line | Customize or use the default. Including the return type (e.g., "2025 Engagement Letter – 1120S") helps clients identify the document. |
Description | Optional notes visible to the client. |
Step 3: Preview, Edit, and Send
Select Preview Document.
To apply changes to all recipients in the batch: select Edit (top-right) → make changes → Save Document. Note that edits here apply only to this task instance and do not alter the saved template in your library.
Select Create Document.
Review the recipient list. To remove a recipient, select the trash icon. To edit one person's letter individually, select the eye icon → Edit.
Select Send Document.
How to Send a Single Engagement Letter
Use single send for individual clients, corrections, or when you need full control over one letter.
Select +Add New → Task → Get a Signature.
Select the Account and Contact.
Choose the Document Type (Engagement Letter) and the specific Document (template). For entity clients, select the corporate template, then choose the Partner and enter the applicable Fee.
Select the Task Owner.
Set the Due Date, or enable recurrence if needed.
Customize the Subject Line and Description, or use the defaults.
Select Preview Task.
Edit the document if needed → Save Document.
Select Create Task.
What Happens After Sending
Track letter progress from the Tasks page.
You'll receive a notification when a client signs.
Engagement letters cannot be printed until after they are signed. A downloadable PDF becomes available once signed.
The signed letter is automatically saved to the client's Files section.
How Clients Sign Engagement Letters
To Sign
The client selects Review & Sign to open the document.
They review the letter in full.
They check the box labeled "Agreed to the Above Document."
Once submitted, the document is marked as signed, and the task owner is notified and the signed PDF becomes available.
Can't find the "Review & Sign" button? It's located at the bottom of the Task screen. Ask the client to scroll down if they can't see it.
To Reject
The client selects the option to reject instead of signing.
They are prompted to enter a reason.
The task owner is immediately notified, and the rejection reason is added as a comment on the task.
After a rejection: Review the comment, address the client's concern, and send a revised letter using the single-send method.
Confirming the Attachment Is Visible to the Client
Open the task on your side and confirm the attachment is visible to you.
If you can see it, the client will see it too - Liscio mirrors the same attachment for both sides.
If the attachment is not visible on your side, the document wasn't correctly attached. Resend using single send and confirm the document is selected before creating the task.
Common Questions
How do I stop reminders for an engagement letter? Reminders cannot be stopped on an open task. There are two ways to handle this:
Extend the due date: Open the relevant Get a Signature task from the Tasks page, edit the task, and push the due date out to reduce reminder frequency.
Close the task: Reminders will stop once the task is no longer open. The client can complete it by signing, or a firm member can mark the task complete to archive it.
For bulk batches, reminders cannot be managed for individual recipients from the batch level. Open each client's task individually to extend the due date or mark it complete.
My engagement letter template isn't showing in the "Select Document" dropdown.
Confirm the template was submitted to Liscio Support and that support confirmed it was loaded.
Check that you selected Engagement Letter as the Document Type - templates are filtered by type.
If it's still missing, contact Liscio Support with the template name and your firm's account information.
I sent a letter with the wrong template. What do I do? There is no way to recall a sent letter. To correct it:
Contact the affected client(s) and ask them to disregard the incorrect letter. You can then archive the task.
Send a new engagement letter using the single-send method with the correct template.
Once the client signs the corrected letter, note the original task for record-keeping.
Where is the signed PDF stored?
Tasks page: Available for download from the completed task.
Client's Files section: Automatically saved here upon signing.
Engagement letters cannot be downloaded until after the client has signed.
I need a new engagement letter template. Prepare the letter as a .docx file and submit it to Liscio Support - either by email or via Need Help → Chat with us → Upload file for the Support Team. Include the document name, applicable return types, and any partner signature requirements.
Still need help? Contact Liscio Support.