video1.0<iframe src="https://www.loom.com/embed/7f40d3b1d01d413a941723261df7ef33" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7f40d3b1d01d413a941723261df7ef33-41342c99610f93b0.gif129.383In this video, I walk you through the 1040 engagement process for individual tax filings, which will begin in January. Each primary contact, like Jane Doe, will receive an engagement email for themselves and any dependents, such as Jill Doe. It's crucial that Jane signs both engagements, and she will receive weekly email reminders until the signature is completed. I demonstrate how to navigate the engagement document, including signing it by acknowledging the terms and confirming the agreement. Please ensure you follow these steps to complete your engagement promptly.