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Communications Centre: Collateral

Article ID: 3199
Last updated: 27 Mar, 2024

TaxCalc’s Communications Centre allows you to create letters or emails for outgoing communications with clients of your practice within TaxCalc. You can also automate and schedule emails for key events as well as:

  • Create and manage mailing lists
  • Create message templates for email or mail merge letters
  • Create messages with optional client/user information
  • Send emails to clients using a preconfigured mailing list, or by manually selecting the clients’ email addresses
  • Schedule and automate messages
  • View sent message activity
  • View pending message activity

In order to use the email function within Communications Centre you will first need to set up your SMTP details within Admin Centre.

Starting with Communications Centre

Communications Centre Videos

Communications Summary

These articles provide details on the Communications Summary screen within Communications Centre.
  1. Why does the Automations widget on Communications Summary show a different number of clients as inactive for each type of automation?

Send Message 

Message Activity

These articles provide details on the Message Activity screen within Communications Centre.
  1. Why is the Message column empty within Message Activity? 

Email Templates

These articles provide details on the Email Templates screen within Communications Centre.
  1. How do I edit a default Email template? 

Mailing Lists

Automation

Article ID: 3199
Last updated: 27 Mar, 2024
Revision: 26
Views: 1773
This article was:  


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