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In this video tutorial, the speaker emphasizes the importance of engagement letters in the tax intake process, presenting them as a crucial tool for revenue generation and workflow efficiency. Defined by Merriam-Webster, the engagement letter is framed as more than just a formality; it can set the context and boundaries for client engagement. This video is the first in a series focused on improving intake workflows. The speaker encourages viewers to subscribe to the email newsletter for ongoing content. They express enthusiasm for discussing best practices and technology related to engagement letters, promising insights on how these letters can enhance overall workflow effectiveness.