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Engagement letters

PostPosted: 28-Nov-2022 3:50pm
by Kendrick
Just want to make sure. There shouldn't be a problem if a client scans and emails me a copy of their signed and dated engagement letter. Or do any of you insist on receiving the original signed and dated copy?

I know, dumb question, but I am curious. Thanks.

Re: Engagement letters

PostPosted: 28-Nov-2022 3:56pm
by warnickcpa
Majority of mine are e-signed

Re: Engagement letters

PostPosted: 28-Nov-2022 4:08pm
by Kendrick
I would expect an e-signed EL would have the same effect as a signed and dated scanned copy? Perhaps not. The e-signed copy can be traced back to the sender.

Anyone see a problem with a scanned and emailed signed and dated engagement letter?

Re: Engagement letters

PostPosted: 28-Nov-2022 4:24pm
by sjrcpa
I do not.
Even when I get signed paper ones I scan them and shred the paper.

Re: Engagement letters

PostPosted: 28-Nov-2022 7:16pm
by CornerstoneCPA
All of mine are electronically signed. There is an audit trail, which in theory helps.