If you agree to provide an extra service for an existing client, you don’t need to reissue the full engagement letter. However, you must ensure that the client receives:
The service schedule for the new service
The Key Dates, including start dates, deadlines for information, and filing deadlines
You can send this information as an addendum by email.
How to include the service schedule in OverSuite
In OverSuite, you can set service schedules to read only from your line items
Copy and paste the relevant service schedule into your addendum email
See also
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