Automatic e-mail with signed LoD sent after client signs it
Ready-to-use template built for accountants and bookkeepers — just download and go
How to use this template: look for Automatic e-mail with signed LoD sent after client signs it under Settings > Communication > Message templates (category Disengagement Letter); the wording in your copy may differ from the text below. If it isn’t in your list, create a new message template and paste in the text below (see How to add email templates). [Contact] and [PrimaryOfficer] are placeholders, so they fill in automatically for each client.
Signed Disengagement Letters
Dear [Contact],
You have just signed your Disengagement Letters. We have attached them to this e-mail as a form of confirmation. Thank you for the time spent as our client.
Best regards,
[PrimaryOfficer]