What is an Engagement

An engagement is an individual job that's worked on with a client, such as a 2018 Individual tax return.

Each engagement provides a workspace which allows you to:

  • Collect a customized organizer
  • Securely gather documents from clients
  • Invoice your clients and get paid via credit card
  • Send final documents for signature & approval

Still need help? Contact Taxaroo Support Contact Taxaroo Support