Existing Mail Merge templates often include some practice-specific information that you need to complete. You'll see this highlighted in yellow when you create a Mail Merge document. You can edit this standard text for future use by following these steps: Open Practice Manager from the home...

When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...

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...

If you have any queries setting up the SMTP details in TaxCalc, please contact your IT team in the first instance. You can also review the following: KB 3212 - SMTP Setup Information KB 3200 - Outgoing Email Settings Setting up the Email Configuration Video The information in this article...

For TaxCalc to successfully send emails from Communications Centre you’ll need to set up your SMTP details. You can specify default SMTP details for any shared practice email addresses for each office under Firm Details, allowing you to add multiple email addresses to the practice and users of...

As a TaxCalc user, reminding client's of their payment on account due by 31st July can now be complete using the Communication Centre option available. If you have purchased the Communications Centre add-on module you can use a system template for July Payment on Account. Follow KB 3207 Can I...

SMTP stands for Simple Mail Transfer Protocol (SMTP) which is an internet standard communication protocol which allows you to send outgoing emails. To send emails from TaxCalc you will need to set up your SMTP details so that TaxCalc can connect to your email account. Once complete, you will be...

TaxCalc’s Getting Started Guide will show you how to: Review the Communications Centre Summary information Set up the SMTP settings for Firms and Users Send emails Create and apply templates and assign them to categories Create mailing lists Activate and schedule emails Review message...

Some email providers may require you to turn off the secure app setting. Gmail, until recently, allowed this. However in order to successfully verify the TaxCalc SMTP outgoing Email setting using a Gmail account, you now need to have 2-Step Verification enabled on the Gmail account and then an app...

Automated Message Settings allows you to automate the process of requesting records for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to automate an email that you want to send to...

Yes. Although we strongly recommend that when sending TaxCalc documents to your clients you use Document Manager and eSign Centre where possible. However, should you wish to send a TaxCalc document as an attachment to an Email you will need to generate the document and save externally. Once...

It is not possible to edit a default template. However, the content can be copied on to a new template which can then be edited. Within Communications Centre select Email Templates, select a default Template and click the link under the name Column. From the View message template...

TaxCalc’s Communications Centre gives you the ability to send emails out in bulk. Within Communications Centre, select Send Message. Click From and select the required account who the email is from. In the To field you can either select the recipients' email addresses by clicking the Choose...

Within the Send Message screen/dialog the default view is ‘Create message’. To preview the results of a client specific Token that has been added to the message content: Make sure one or more recipients have been added within the To field (using Choose mailing list/Choose recipients) ...

Yes, you can. To do this: Launch Communications Centre and select Mailing Lists. Click Create mailing list. Enter a Name and Description. Select Advanced client selection (Data Mine) > Data Mine > Add Condition. Search for ‘Has payments on account’. Select the condition from the...