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Ultratax Engagement Letters & Bank Account Verifications

Add Ultratax Engagement Letters and Federal & State Bank Account Verifications AUTOMATICALLY for E-Signature the SAME as 8879.

UT bank account verifications have not changed for 30+ years. This should be the the SAME as the 8879 form. There are federal and state verification forms.

For the engagement letters, you should be able to provide a "standard" template last page that all UT firms can "add" to the end of the engagement letter. By doing this, it should be VERY SIMPLE to add an e-signature function.

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  • Official comment

    Hello Bradley!

    Thank you for the recommendation! A few other firms have requested this, so I've added your firm to the list so our teams know that additional users are asking for it. I don't have a direct timeline for when a feature like this might be released, but please don't hesitate to provide any other feedback!

    Kind regards.

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