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Effective URL: https://www.surgentcpe.com/practice-tools/engagement-disengagement-letters?utm_campaign=Engagement%20Letters&utm_medium=ema...
Submission Tags: falconsandbox
Submission: On May 22 via api from US — Scanned from DE
Effective URL: https://www.surgentcpe.com/practice-tools/engagement-disengagement-letters?utm_campaign=Engagement%20Letters&utm_medium=ema...
Submission Tags: falconsandbox
Submission: On May 22 via api from US — Scanned from DE
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<li><a href="/cpe-packages/unlimited-self-study-package" title="">Unlimited Self-Study</a></li>
</ul>
</li>
<li><a href="/firms" title="">Firm CPE</a></li>
<li><a href="/cpe-packages/yellow-book-package" title="">Yellow Book Packages</a></li>
<li><a href="/cpe-packages/audit-skills-training" title="">Audit Skills Training</a></li>
<li><a href="/cpe-packages/internal-audit-skills-training" title="">Internal Audit Skills Training</a></li>
<li><a href="/cpe-packages/ea-packages" title="">EA CPE Packages</a></li>
<li><a href="/afsp" title="">AFSP Packages</a></li>
</ul>
</li>
<li class="toplevel-nav">
<a class="toplevel-link" title="">CPE Topics</a>
<ul class="sub-nav">
<div class="nav-orange"></div>
<li><a href="/accounting-auditing-cpe-courses" title="">A & A</a></li>
<li><a href="/business-industry-cpe-courses" title="">Business & Industry</a></li>
<li><a href="/data-analytics-cpe-courses" title="">Data Analytics</a></li>
<li><a href="/ethics-cpe-courses" title="">Ethics</a></li>
<li><a href="/excel-cpe-courses" title="">Excel</a></li>
<li><a href="/financial-planning-cpe-courses" title="">Financial Planning</a></li>
<li><a href="/fraud-forensics-and-valuation-cpe-courses" title="">Fraud & Forensics</a></li>
<li><a href="/government-nonprofit-cpe-courses" title="">Govt/Non-Profit</a></li>
<li><a href="/personal-development-cpe-courses" title="">Personal Development</a></li>
<li><a href="/practice-management-cpe-courses" title="">Practice Management</a></li>
<li><a href="/tax-cpe-courses" title="">Taxes</a></li>
<li><a href="/technology-cpe-courses" title="">Technology</a></li>
</ul>
</li>
<li class="toplevel-nav">
<a class="toplevel-link" title="">Who We Serve</a>
<ul class="sub-nav">
<div class="nav-orange"></div>
<li><a href="/firms" title="">CPAs & Firms</a></li>
<li><a href="/corporate-professionals" title="">Corporate CPAs</a></li>
<li><a target="_blank" href="https://www.surgentcpe.com/cma-cpe-courses" title="">CMAs</a></li>
<li><a href="/tax-preparers" title="">EAs & Tax Preparers</a></li>
<li>
<a target="_blank" href="https://www.surgentcpareview.com/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" title="">CPA Candidates</a>
</li>
<li><a href="/enrolled-agent-exam-review" title="">EA Candidates</a></li>
</ul>
</li>
<li class="toplevel-nav">
<a class="toplevel-link" href="/resources" title="">Resources</a>
<ul class="sub-nav">
<div class="nav-orange"></div>
<li><a href="/webinar-faqs" title="">Customer Support</a></li>
<li><a href="/blog" title="">Blog</a></li>
<li><a href="/hidden-truths-cpe-providers" title="">Competitor Hidden Truths</a></li>
<li><a href="https://www.surgentcpareview.com/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" title="">CPA Review</a></li>
<li>
<a href="https://www.surgent.com/enrolled-agent-exam-review-course/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" target="_blank" title="">EA Exam Review</a>
</li>
<li>
<a href="https://www.surgent.com/exam-prep/cma-review/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" target="_blank" title="">CMA Exam Review</a>
</li>
<li>
<a href="https://www.surgent.com/exam-prep/cia-review/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" target="_blank" title="">CIA Exam Review</a>
</li>
<li>
<a href="https://www.surgent.com/exam-prep/cisa-review/?__hstc=159403106.3d8df687317a338dd3c6f00ae92c4b89.1653215185332.1653215185332.1653215185332.1&__hssc=159403106.1.1653215185332&__hsfp=3605317381" target="_blank" title="">CISA Exam Review</a>
</li>
</ul>
</li>
<li class="toplevel-nav">
<a class="toplevel-link" href="#" title="">Search</a>
<ul class="sub-nav navsearch">
<div class="nav-orange"></div>
<p>Keyword Search:</p>
<input type="text" placeholder="Keyword Search Over 10,000 Course Hours" name="search-nav" id="search-nav" onkeydown="Javascript: if (event.keyCode==13){ SearchNav(); return false;}">
<!-- input name="search-index" type="hidden" value="product-search" / -->
<div class="search-divider"></div>
<p style="text-align:center;">OR</p>
<a href="/search-all-cpe-courses" title="">Search All CPE</a>
</ul>
</li>
</ul>
</div>
<div class="nav-divider vertical"></div>
<div class="secondary-nav">
<ul>
<li class="toplevel-nav" style="display:none">
</li>
<!-- <li><a href="tel:8007787436">(800) 778 . 7436</a></li> -->
<li id="RedesignNavigation_signinlistitem">
<a id="RedesignNavigation_profile" class="name md-trigger" data-modal="sign-in" title="">Login</a>
</li>
<li id="RedesignNavigation_signoutdropdown" style="display: none">
<a id="RedesignNavigation_A1" class="name" data-dropdown="drop2" aria-expanded="false" title="">UserName</a>
<ul id="drop2" class="f-dropdown" aria-hidden="true" aria-autoclose="true" tabindex="-1" data-dropdown-content="">
<li id="RedesignNavigation_myPortalLi">
<a href="/My-Profile/GoToMyPortal" id="RedesignNavigation_myportal" class="text-left" style="padding: 20px 0 0 20px;" title="">My Portal</a>
</li>
<hr style="margin-left: 10px; margin-right: 10px; border-width: 1px">
<li>
<a href="#" class="text-left signout" style="'display:" none;'="" title="">Sign Out</a>
</li>
</ul>
</li>
<h3 id="RedesignNavigation_LoginError" style="display: none">Login Error</h3>
<li>
<a href="/shopping-cart" id="RedesignNavigation_shoppingcart2" title=""><span class="fontawesome5"></span>
(0)</a>
</li>
</ul>
</div>
<div id="mobile-toggle">
<div id="hamburger-top"></div>
<div id="hamburger-middle"></div>
<div id="hamburger-bottom"></div>
</div>
</div>
</nav>
<style>
#header-wrap .top-bar .top-bar-section .bottom li.has-customdropdown:hover>a {
-moz-border-radius: 6px;
-webkit-border-radius: 6px;
border-radius: 6px;
-moz-border-radius-bottomleft: 0px !important;
-webkit-border-bottom-left-radius: 0px !important;
border-bottom-left-radius: 0px !important;
-moz-border-radius-bottomright: 0px !important;
-webkit-border-bottom-right-radius: 0px !important;
border-bottom-right-radius: 0px !important;
}
</style>
<style>
/*#header-wrap #header-top .usernav #headercontrol li {
display:block;
}*/
a.text-left.signout {
margin-bottom: 20px !important;
padding: 0 0 0 20px;
}
ul#drop2.f-dropdown {
max-width: 160px;
}
ul#drop2.f-dropdown {
z-index: 9999999999999;
}
ul#drop1.f-dropdown {
z-index: 9999999999999;
}
.btnResetEmail {
font-family: "proxima-nova-condensed";
font-weight: bold;
font-size: 18px;
text-transform: uppercase;
line-height: 20px;
color: #fff;
background: #f47b20;
-webkit-transition: all 0.3s;
-moz-transition: all 0.3s;
transition: all 0.3s;
border-width: 0;
padding-top: .7rem;
padding-right: 1.2rem;
padding-bottom: .7rem;
padding-left: 1.2rem;
cursor: pointer;
-moz-border-radius: 4px;
-webkit-border-radius: 4px;
border-radius: 4px;
text-decoration: none;
display: block;
margin: auto;
}
.logindiv,
.forgetpassword {
text-align: center;
}
.logindiv .input-group input {
height: 40px;
margin: 0px;
}
.logindiv .input-group .input-group-addon {
border: none;
background-color: #f47b20;
color: white;
font-weight: bold;
}
#logindiv .input-group .input-group-addon:hover {
background-color: #e65a00;
}
.logindiv .input-group {
margin-bottom: 16px;
}
.login-button {
display: block;
width: 100%;
height: 100%;
}
.login-button[disabled] {
pointer-events: none;
background-color: #ce8352;
}
.login-error {
color: red;
padding-top: 10px;
}
</style>
<div class="md-modal md-effect-1 new-login-box" id="sign-in">
<div class="row md-content">
<a class="md-close" title="">
<img src="/Sitefinity/WebsiteTemplates/SurgentWireframes/App_Themes/RedesignTheme/Images/cpe-webinars-x@2x.png" class="hoverImg close">
</a>
<div class="columns medium-10 medium-centered ">
<div class="logindiv">
<h3>Log In to Your Surgent Account</h3>
<label>Username</label>
<div class="input-group">
<input name="ctl00$username" type="text" id="RedesignNavigation_username" class="login-username">
<span class="input-group-addon forgot-username" style="cursor: pointer;">Forgot?</span>
</div>
<label>Password</label>
<div class="input-group">
<input name="ctl00$password" type="password" id="RedesignNavigation_password" class="login-password">
<span class="input-group-addon forgot-password" role="button" style="cursor: pointer;">Forgot?</span>
</div>
<label>
<input name="ctl00$rememberme" type="checkbox" id="RedesignNavigation_rememberme" class="login-rememberme" style="-webkit-appearance: checkbox; margin: 0 8px 1rem 0;"> Remember Me? </label>
<div class="course-button">
<a class="login-button" role="button" title="">Log In</a>
</div>
<div class="login-error" style="display: none;">
</div>
<p><a href="/Registration" id="RedesignNavigation_popupregister" class="popupregister" title="">Register for an Account</a></p>
</div>
<div class="forgetpassword" style="display: none">
<h3 class="frmPasswordRecovery_Header" style="margin: 0px">Reset Your Password</h3>
<hr style="width: auto; margin: 0px">
<div class="frmPasswordRecovery nlgPasswordRecoveryWrp">
<div class="nlgPasswordRecoveryContainer">
<fieldset style="padding: 10px 10px 10px 0px;">
<span>Email: </span>
<input class="text-box single-line txtResetEmail_Email" name="txtResetEmail_Email" type="text" value="">
<span class="text-danger btnResetPassword_Message" style="display: none;">Email is required</span>
<a class="btnResetPassword button" title="">Reset Password</a>
</fieldset>
</div>
</div>
<div class="frmPasswordRecovery_Success" style="display: none;">
</div>
</div>
<div class="loginerror" style="display: none;">
<h2 class="loginerrorvalue" style="color: black!important;"></h2>
</div>
</div>
</div>
</div>
<div class="md-modal" id="my-account">
<div class="row md-content">
<a class="md-close" title="">
<img src="/Sitefinity/WebsiteTemplates/SurgentWireframes/App_Themes/RedesignTheme/Images/cpe-webinars-x@2x.png" class="hoverImg close">
</a>
<div id="RedesignNavigation_MyAccountOverlay" class="columns medium-10 medium-centered">
<div>
<p>To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.</p>
</div>
</div>
</div>
</div>
<div class="md-overlay"></div>
<script>
function Search() {
var value = $('#search').val().trim();
window.location.href = '/search-results?indexCatalogue=' + 'product-search' + '&searchQuery=' + value + '&wordsMode=0';
return false;
}
function SearchNav() {
var value = $('#search-nav').val().trim();
window.location.href = '/search-all-cpe-courses?keywords=' + value;
//window.location.href = '/search-results?indexCatalogue='
// + 'product-search' + '&searchQuery='
// + value + '&wordsMode=0';
return false;
}
var loginDivs = $('.new-login-box');
var loginUrl = '/forgot-password/login';
var logoffUrl = '/forgot-password/logoff';
var waitAsync = false;
var submitUrl = '/forgot-password/';
var signOutLink = $('.signout');
var linkAssigned = false;
$(document).ready(function() {
$('[id*="myCPE"]').click(function() {
var hdn = $('#RedesignNavigation_hdnMyAccount').val();
//alert(hdn);
if (hdn == "True") {
$('#my-account')[0].className = 'md-modal md-effect-1 md-show';
}
});
$('#my-account .md-close').on('click tap', function() {
$('#my-account').toggleClass("md-show");
//$('.md-overlay').hide();
});
loginDivs.each(function() {
var $this = $(this),
loginDiv = $this.find('.logindiv'),
loginErrorDiv = $this.find('.login-error'),
usernameInput = $this.find('input.login-username'),
passwordInput = $this.find('input.login-password'),
rememberMeInput = $this.find('input.login-rememberme'),
btnSubmitReset = $this.find('.btnResetPassword'),
txtResetEmail_Email = $this.find('.txtResetEmail_Email');
$this.find('label[for=rememberme]').attr('for', $("#logindiv input[type='checkbox'][id*='rememberme']").attr('id'));
usernameInput.on("keydown", function(event) {
logintest(event);
});
passwordInput.on("keydown", function(event) {
logintest(event);
});
if (!linkAssigned) {
linkAssigned = true;
signOutLink.on('click tap', function() {
if (waitAsync) {
return;
}
var $this = $(this);
$this.attr('disabled', true);
waitAsync = true;
$.post(logoffUrl, {}, function(result) {
$this.removeAttr('disabled');
if (result.status === 'success') {
window.location.href = '/';
} else {
waitAsync = false;
$this.attr('disabled', false);
window.location.href = '/';
}
}).fail(function() {
waitAsync = false;
$this.attr('disabled', false);
});
});
}
$this.find('.login-button').on('click tap', function() {
var $this = $(this),
data = {
Username: usernameInput.val(),
Password: passwordInput.val(),
Remember: rememberMeInput.is(':checked')
};
loginErrorDiv.css('display', 'none');
$this.attr('disabled', true);
$.post(loginUrl, data, function(result) {
$this.removeAttr('disabled');
if (result.status === 'success') {
if (result.data && typeof result.data === 'string') {
window.location.href = result.data;
} else {
window.location.reload(true);
}
} else {
loginErrorDiv.html('Incorrect Username/Password Combination').css('display', 'block');
}
}).fail(function() {
$this.removeAttr('disabled');
loginErrorDiv.html('Incorrect Username/Password Combination').css('display', 'block');
});
});
$this.find('.btn-login-back').on('click tap', function() {
$this.find('.logindiv')[0].style.display = 'block';
$this.find('.forgetpassword')[0].style.display = 'none';
$this.find('.btn-login-back').addClass('hidden');
});
$this.find('.md-close').on('click tap', function() {
$this.find('.logindiv')[0].style.display = 'block';
$this.find('.forgetpassword')[0].style.display = 'none';
$this.find('.btn-login-back').addClass('hidden');
$this.find('.loginerror')[0].style.display = 'none';
});
$this.find('.forgot-username').on('click tap', function() {
$this.find('.logindiv')[0].style.display = 'none';
$this.find('.btn-login-back').removeClass('hidden');
$this.find('.forgetpassword')[0].style.display = 'block';
$this.find('.logindiv').attr('forgettype', 'username');
$this.find('.btnResetPassword_Message').css('display', 'none');
$this.find('.frmPasswordRecovery_Success').css('display', 'none');
$this.find('.frmPasswordRecovery').css('display', 'block');
$this.find('.frmPasswordRecovery_Header').html('Recover Your Username');
$this.find('.btnResetPassword').html('RECOVER USERNAME');
});
$this.find('.forgot-password').on('click tap', function() {
$this.find('.logindiv')[0].style.display = 'none';
$this.find('.logindiv').attr('forgettype', 'password');
$this.find('.btn-login-back').removeClass('hidden');
$this.find('.forgetpassword')[0].style.display = 'block';
$this.find('.btnResetPassword_Message').css('display', 'none');
$this.find('.frmPasswordRecovery_Success').css('display', 'none');
$this.find('.frmPasswordRecovery').css('display', 'block');
$this.find('.frmPasswordRecovery_Header').html('Reset Your Password');
$this.find('.btnResetPassword').html('RESET PASSWORD');
});
btnSubmitReset.on('click tap', function(e) {
var $btn = btnSubmitReset,
data = {
Email: txtResetEmail_Email.val()
};
var isForPassword = loginDiv.attr('forgettype') === 'password';
if ($btn.disabled) {
return;
}
if (!data.Email) {
$this.find('.btnResetPassword_Message').html('Email is required.').css('display', 'block');
return false;
} else {
$this.find('.btnResetPassword_Message').html('').css('display', 'none');
}
var btnText = $btn.html();
$btn.disabled = true;
$btn.html('Processing...');
$btn[0].disabled = true;
e.preventDefault();
e.stopPropagation();
$.post(submitUrl + (isForPassword ? 'SubmitRequest' : 'SubmitUsernameRecoveryRequest'), data, function(result) {
$btn.html(btnText);
$btn[0].disabled = false;
if (result.status === 'success') {
$this.find('.btnResetPassword_Message').css('display', 'none');
if (isForPassword) {
$this.find('.frmPasswordRecovery_Header').html('Password Reset Request Submitted');
$this.find('.frmPasswordRecovery_Success').html('<br/><span>We\'ve sent an email to ' + data.Email + ' with a password reset link.' +
' The link within the email will be valid for 24 hours, and can only be used once. After 24 hours, you will need to resubmit your request.' +
' Wait 5-10 minutes, and then check your Inbox and Spam folders for an email from ' + result.data.emailSender + ' with the subject line "' + result.data.productName +
' - Reset Password." If you still have not received, then please contact our customer support via email at ' + result.data.emailSender + ' or via phone at ' + result.data.phone + '</span>').css('display',
'block')
} else {
$this.find('.frmPasswordRecovery_Header').html('Username Recovery Request Submitted');
$this.find('.frmPasswordRecovery_Success').html('<br/><span> We\'ve sent an email to ' + data.Email + ' with information regarding the username associated with this account. ' +
'Wait 5-10 minutes, and then check your Inbox and Spam folders for an email from ' + result.data.emailSender + ' with the subject line "' + result.data.subject + '." ' +
'If you still have not received, then please contact our customer support via email at ' + result.data.emailSender + ' or via phone at ' + result.data.phone + '.</span>').css('display', 'block')
}
$this.find('.frmPasswordRecovery').css('display', 'none');
} else {
$this.find('.btnResetPassword_Message').html(result.message || "User with email '" + data.Email + "' does not exist.").css('display', 'block');
}
});
});
$('.md-overlay').mousedown(function(e) {
var clicked = $(e.target); // get the element clicked
if (clicked.is('.md-modal') || clicked.parents().is('.md-modal')) {
return; // click happened within the dialog, do nothing here
} else { // click was outside the dialog, so close it
$this.find('.logindiv')[0].style.display = 'block';
$this.find('.forgetpassword')[0].style.display = 'none';
$this.find('.loginerror')[0].style.display = 'none';
}
});
function signin() {
var item = $this.find('.username').value + "," + $this.find('.password').value + ',' + $this.find('.rememberme').checked;
CallServer3(item, '');
}
function ReceiveServerData3(arg, context) {
if (arg == "Success") {
//document.location = "Home";
location.reload();
} else {
$this.find('.logindiv')[0].style.display = 'none';
$this.find('.loginerror')[0].style.display = 'block';
$this.find('.loginerrorvalue')[0].innerHTML = arg;
}
}
function Success(arg) {
//alert(arg);
$this.find('.logindiv')[0].style.display = 'none';
$this.find('.loginerror')[0].style.display = 'block';
$this.find('.loginerrorvalue')[0].innerHTML = arg;
$this.find('.sign-in')[0].className = 'md-modal md-effect-1 md-show';
}
function Failure(arg) {
alert(arg);
$this.find('.logindiv')[0].style.display = 'none';
$this.find('.loginerror')[0].style.display = 'block';
$this.find('.loginerrorvalue')[0].innerHTML = arg;
$this.find('.sign-in')[0].className = 'md-modal md-effect-1 md-show';
}
function logintest(event) {
if (event.keyCode == 13) {
$(document).find('.login-button').click();
event.preventDefault();
};
}
});
});
</script>
</div>
<div class="md-modal md-effect-1" id="sign-in">
<div class="row md-content">
<a class="md-close" href="#" title="">
<img src="/Sitefinity/WebsiteTemplates/SurgentWireframes/App_Themes/RedesignTheme/Images/cpe-webinars-x@2x.png" class="hoverImg close"></a>
<div class="columns medium-10 medium-centered ">
<h2>Sign In to Your Surgent Account</h2>
<label>Username<input type="text" name="username"></label>
<label>Password<input type="password" name="username"></label>
<input type="submit" value="Sign In">
<p><a href="#" title="">Forgot Username or Password</a> | <a href="#" title="">Register for an Account</a></p>
</div>
</div>
</div>
<div class="md-overlay"></div>
<div id="subheader" class="hide-for-small">
<nav class="top-bar" data-topbar="" role="navigation">
<div id="subNavContentBlock_T022B3E83007">
<div id="ctl00_subNavContentBlock_T022B3E83007_ctl00_ctl00_siteMapControl_horizontalsimple" class="RadTabStrip RadTabStrip_RadTabStrip_Sitefinity RadTabStripTop_RadTabStrip_Sitefinity RadTabStripTop">
<!-- 2018.1.117.40 -->
<div class="rtsLevel rtsLevel1">
<ul class="rtsUL">
<li class="rtsLI rtsFirst"><a class="rtsLink" href="https://www.surgentcpe.com/cpe-packages" title=""><span class="rtsOut"><span class="rtsIn"><span class="rtsTxt">CPE Packages</span></span></span></a></li>
<li class="rtsLI"><a class="rtsLink" href="https://www.surgentcpe.com/cpe-courses/webinars" title=""><span class="rtsOut"><span class="rtsIn"><span class="rtsTxt">Live Webinars</span></span></span></a></li>
<li class="rtsLI"><a class="rtsLink" href="https://www.surgentcpe.com/cpe-courses/self-study" title=""><span class="rtsOut"><span class="rtsIn"><span class="rtsTxt">Self-Study</span></span></span></a></li>
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<h1>2021 Engagement Letters and Client Questionnaires</h1>
<p style="text-align: left;"><span style="text-align: left; line-height: 1.5;">Do you need to update your engagement letters and client questionnaires for the upcoming tax season? Why not let Surgent do the work for you! Surgent's
individual, business, and estate tax engagement letters, as well as disengagement letters, take this time-consuming task off of your to-do list. And you can trust Surgent, knowing that our engagement letters are used by thousands of
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<p>Surgent engagement letters come with a comprehensive client questionnaire. This essential document eliminates the need to send out tax organizers to clients, and creates a more uniform system for processing returns. As an additional
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<p>Best of all, these products are easy to buy and use! Order online now and receive the material in a downloadable Microsoft Word format, so that your firm can make modifications applicable to you. Letters and questionnaires will
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Skip to Content ↵ENTER Skip to Menu ↵ENTER Skip to Footer ↵ENTER Customer Service: 800-778-7436 Contact Login UserName Sign Out (0) Courses Live Webinars Self-Study Update Courses Practice Tools Exam Review AFSP Excel Certificate Data Analytics Surgent Interactive Packages Unlimited Packages Firm CPE Yellow Book Packages Audit Skills Training Internal Audit Skills Training EA CPE Packages AFSP Packages CPE Topics A & A Business & Industry Data Analytics Ethics Excel Financial Planning Fraud & Forensics Govt/Non-Profit Personal Development Practice Management Taxes Technology Who We Serve CPAs & Firms Corporate CPAs CMAs EAs & Tax Preparers CPA Candidates EA Candidates Resources Customer Support Blog Competitor Hidden Truths CPA Review EA Exam Review CMA Exam Review CIA Exam Review CISA Exam Review Search Search All CPE 800.778.7436 info@surgent.com (800) 778.7436 * Courses * Live Webinars * Self-Study * Update Courses * Practice Tools * Exam Review * AFSP * Excel Certificate * Data Analytics * Surgent Interactive * Packages * Unlimited Packages * Unlimited Plus * Unlimited Webinars * Unlimited Self-Study * Firm CPE * Yellow Book Packages * Audit Skills Training * Internal Audit Skills Training * EA CPE Packages * AFSP Packages * CPE Topics * A & A * Business & Industry * Data Analytics * Ethics * Excel * Financial Planning * Fraud & Forensics * Govt/Non-Profit * Personal Development * Practice Management * Taxes * Technology * Who We Serve * CPAs & Firms * Corporate CPAs * CMAs * EAs & Tax Preparers * CPA Candidates * EA Candidates * Resources * Customer Support * Blog * Competitor Hidden Truths * CPA Review * EA Exam Review * CMA Exam Review * CIA Exam Review * CISA Exam Review * Search Keyword Search: OR Search All CPE * * Login * UserName * My Portal -------------------------------------------------------------------------------- * Sign Out LOGIN ERROR * (0) LOG IN TO YOUR SURGENT ACCOUNT Username Forgot? Password Forgot? Remember Me? Log In Register for an Account RESET YOUR PASSWORD -------------------------------------------------------------------------------- Email: Email is required Reset Password To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations. SIGN IN TO YOUR SURGENT ACCOUNT Username Password Forgot Username or Password | Register for an Account * CPE Packages * Live Webinars * Self-Study * Blog 2021 ENGAGEMENT LETTERS AND CLIENT QUESTIONNAIRES Do you need to update your engagement letters and client questionnaires for the upcoming tax season? Why not let Surgent do the work for you! Surgent's individual, business, and estate tax engagement letters, as well as disengagement letters, take this time-consuming task off of your to-do list. And you can trust Surgent, knowing that our engagement letters are used by thousands of CPA firms annually. Surgent engagement letters come with a comprehensive client questionnaire. This essential document eliminates the need to send out tax organizers to clients, and creates a more uniform system for processing returns. As an additional feature, the individual and business tax products encompass all recent legislative updates, ensuring that you and your clients stay on top of all of the latest changes. AVAILABLE PRODUCTS INCLUDE: * Individual Tax Engagement Letter and Client Questionnaire * Business Tax Engagement Letter and Client Questionnaire * Engagement Letters for Estates and Trusts * Disengagement Letters Best of all, these products are easy to buy and use! Order online now and receive the material in a downloadable Microsoft Word format, so that your firm can make modifications applicable to you. Letters and questionnaires will be sent early December. 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King of Prussia Road, Suite 370, Radnor PA 19087 Phone: (800) 778-7436 Email: info@surgent.com Copyright © 2022 Surgent. All Rights Reserved. Privacy Policy MISSING REQUIRED FIELDS First Name* Last Name* Email Address* I AM A: * --Select Employment Area-- Licensed CPA CPA Firm Administrator Corporate Finance Professional EA Tax Preparer CPA Candidate Certified Financial Planner Attorney Other THANK YOU! THANK YOU! YOUR SUBSCRIPTION HAS BEEN SUBMITTED. MISSING REQUIRED FIELDS Chat with us, powered by LiveChat " " English Accessibility Adjustments Reset Settings Statement Hide Interface Choose the right accessibility profile for you OFF ON Seizure Safe Profile Clear flashes & reduces color This profile enables epileptic and seizure prone users to browse safely by eliminating the risk of seizures that result from flashing or blinking animations and risky color combinations. OFF ON Vision Impaired Profile Enhances website's visuals This profile adjusts the website, so that it is accessible to the majority of visual impairments such as Degrading Eyesight, Tunnel Vision, Cataract, Glaucoma, and others. OFF ON ADHD Friendly Profile More focus & fewer distractions This profile significantly reduces distractions, to help people with ADHD and Neurodevelopmental disorders browse, read, and focus on the essential elements of the website more easily. OFF ON Cognitive Disability Profile Assists with reading & focusing This profile provides various assistive features to help users with cognitive disabilities such as Autism, Dyslexia, CVA, and others, to focus on the essential elements of the website more easily. OFF ON Keyboard Navigation (Motor) Use website with the keyboard This profile enables motor-impaired persons to operate the website using the keyboard Tab, Shift+Tab, and the Enter keys. Users can also use shortcuts such as “M” (menus), “H” (headings), “F” (forms), “B” (buttons), and “G” (graphics) to jump to specific elements. Note: This profile prompts automatically for keyboard users. OFF ON Blind Users (Screen Reader) Optimize website for screen-readers This profile adjusts the website to be compatible with screen-readers such as JAWS, NVDA, VoiceOver, and TalkBack. A screen-reader is software that is installed on the blind user’s computer and smartphone, and websites should ensure compatibility with it. Note: This profile prompts automatically to screen-readers. Content Adjustments Content Scaling Default Readable Font Highlight Titles Highlight Links Text Magnifier Adjust Font Sizing Default Align Center Adjust Line Height Default Align Left Adjust Letter Spacing Default Align Right Color Adjustments Dark Contrast Light Contrast Monochrome High Saturation Adjust Text Colors Cancel High Contrast Adjust Title Colors Cancel Low Saturation Adjust Background Colors Cancel Orientation Adjustments Mute Sounds Hide Images Read Mode Reading Guide Useful Links Select an option Home Header Footer Main Content Stop Animations Reading Mask Highlight Hover Highlight Focus Big Black Cursor Big White Cursor HIDDEN_ADJUSTMENTS Keyboard Navigation Accessible Mode Screen Reader Adjustments Read Mode Web Accessibility Solution By accessiBe Choose the Interface Language English Español Deutsch Português Français Italiano עברית 繁體中文 Pусский عربى عربى Nederlands 繁體中文 日本語 Accessibility StatementCompliance status We firmly believe that the internet should be available and accessible to anyone and are committed to providing a website that is accessible to the broadest possible audience, regardless of ability. To fulfill this, we aim to adhere as strictly as possible to the World Wide Web Consortium’s (W3C) Web Content Accessibility Guidelines 2.1 (WCAG 2.1) at the AA level. These guidelines explain how to make web content accessible to people with a wide array of disabilities. Complying with those guidelines helps us ensure that the website is accessible to blind people, people with motor impairments, visual impairment, cognitive disabilities, and more. This website utilizes various technologies that are meant to make it as accessible as possible at all times. We utilize an accessibility interface that allows persons with specific disabilities to adjust the website’s UI (user interface) and design it to their personal needs. Additionally, the website utilizes an AI-based application that runs in the background and optimizes its accessibility level constantly. This application remediates the website’s HTML, adapts its functionality and behavior for screen-readers used by blind users, and for keyboard functions used by individuals with motor impairments. If you wish to contact the website’s owner please use the website's form Screen-reader and keyboard navigation Our website implements the ARIA attributes (Accessible Rich Internet Applications) technique, alongside various behavioral changes, to ensure blind users visiting with screen-readers can read, comprehend, and enjoy the website’s functions. As soon as a user with a screen-reader enters your site, they immediately receive a prompt to enter the Screen-Reader Profile so they can browse and operate your site effectively. Here’s how our website covers some of the most important screen-reader requirements: 1. Screen-reader optimization: we run a process that learns the website’s components from top to bottom, to ensure ongoing compliance even when updating the website. In this process, we provide screen-readers with meaningful data using the ARIA set of attributes. For example, we provide accurate form labels; descriptions for actionable icons (social media icons, search icons, cart icons, etc.); validation guidance for form inputs; element roles such as buttons, menus, modal dialogues (popups), and others. Additionally, the background process scans all of the website’s images. It provides an accurate and meaningful image-object-recognition-based description as an ALT (alternate text) tag for images that are not described. It will also extract texts embedded within the image using an OCR (optical character recognition) technology. To turn on screen-reader adjustments at any time, users need only to press the Alt+1 keyboard combination. Screen-reader users also get automatic announcements to turn the Screen-reader mode on as soon as they enter the website. These adjustments are compatible with popular screen readers such as JAWS, NVDA, VoiceOver, and TalkBack. 2. Keyboard navigation optimization: The background process also adjusts the website’s HTML and adds various behaviors using JavaScript code to make the website operable by the keyboard. This includes the ability to navigate the website using the Tab and Shift+Tab keys, operate dropdowns with the arrow keys, close them with Esc, trigger buttons and links using the Enter key, navigate between radio and checkbox elements using the arrow keys, and fill them in with the Spacebar or Enter key. Additionally, keyboard users will find content-skip menus available at any time by clicking Alt+2, or as the first element of the site while navigating with the keyboard. The background process also handles triggered popups by moving the keyboard focus towards them as soon as they appear, not allowing the focus to drift outside. Users can also use shortcuts such as “M” (menus), “H” (headings), “F” (forms), “B” (buttons), and “G” (graphics) to jump to specific elements. Disability profiles supported on our website * Epilepsy Safe Profile: this profile enables people with epilepsy to safely use the website by eliminating the risk of seizures resulting from flashing or blinking animations and risky color combinations. * Vision Impaired Profile: this profile adjusts the website so that it is accessible to the majority of visual impairments such as Degrading Eyesight, Tunnel Vision, Cataract, Glaucoma, and others. * Cognitive Disability Profile: this profile provides various assistive features to help users with cognitive disabilities such as Autism, Dyslexia, CVA, and others, to focus on the essential elements more easily. * ADHD Friendly Profile: this profile significantly reduces distractions and noise to help people with ADHD, and Neurodevelopmental disorders browse, read, and focus on the essential elements more easily. * Blind Users Profile (Screen-readers): this profile adjusts the website to be compatible with screen-readers such as JAWS, NVDA, VoiceOver, and TalkBack. A screen-reader is installed on the blind user’s computer, and this site is compatible with it. * Keyboard Navigation Profile (Motor-Impaired): this profile enables motor-impaired persons to operate the website using the keyboard Tab, Shift+Tab, and the Enter keys. Users can also use shortcuts such as “M” (menus), “H” (headings), “F” (forms), “B” (buttons), and “G” (graphics) to jump to specific elements. Additional UI, design, and readability adjustments 1. Font adjustments – users can increase and decrease its size, change its family (type), adjust the spacing, alignment, line height, and more. 2. Color adjustments – users can select various color contrast profiles such as light, dark, inverted, and monochrome. Additionally, users can swap color schemes of titles, texts, and backgrounds with over seven different coloring options. 3. Animations – epileptic users can stop all running animations with the click of a button. Animations controlled by the interface include videos, GIFs, and CSS flashing transitions. 4. Content highlighting – users can choose to emphasize essential elements such as links and titles. They can also choose to highlight focused or hovered elements only. 5. Audio muting – users with hearing devices may experience headaches or other issues due to automatic audio playing. This option lets users mute the entire website instantly. 6. Cognitive disorders – we utilize a search engine linked to Wikipedia and Wiktionary, allowing people with cognitive disorders to decipher meanings of phrases, initials, slang, and others. 7. Additional functions – we allow users to change cursor color and size, use a printing mode, enable a virtual keyboard, and many other functions. Assistive technology and browser compatibility We aim to support as many browsers and assistive technologies as possible, so our users can choose the best fitting tools for them, with as few limitations as possible. Therefore, we have worked very hard to be able to support all major systems that comprise over 95% of the user market share, including Google Chrome, Mozilla Firefox, Apple Safari, Opera and Microsoft Edge, JAWS, and NVDA (screen readers), both for Windows and MAC users. Notes, comments, and feedback Despite our very best efforts to allow anybody to adjust the website to their needs, there may still be pages or sections that are not fully accessible, are in the process of becoming accessible, or are lacking an adequate technological solution to make them accessible. Still, we are continually improving our accessibility, adding, updating, improving its options and features, and developing and adopting new technologies. All this is meant to reach the optimal level of accessibility following technological advancements. If you wish to contact the website’s owner, please use the website's form Hide Accessibility Interface? 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