Knowledge Base - Communications Centre

Communications Centre

	Top Tips and Tricks Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Can I turn on automation for all clients at the same time? How do I edit a default Email template? Practice...
	25 Mar, 2025 Views: 11134

	How do I edit an existing Mail Merge template? 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...
	17 Jun, 2022 Views: 9193

	Why can't I verify the SMTP Outgoing Email setting for Microsoft Office 365/Outlook? 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...
	29 Mar, 2023 Views: 7500

	Setting up an Office 365 or Outlook mailbox in Communications Centre Setting up an Office 365 or Outlook mailbox in Communications Centre Please Note: The Outlook (legacy) and Office 365 (legacy) options are expected to stop working within TaxCalc as Microsoft plan to decommission some of their older APIs from 31 March 2024. For any Microsoft email account types...
	27 Mar, 2024 Views: 4753

	How do I import a letter template into Mail Merge? 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...
	02 Dec, 2024 Views: 3018

	Outgoing Email Settings 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...
	29 Mar, 2023 Views: 3003

	Setting up a Gmail mailbox in Communications Centre TaxCalc connects to your Gmail mailbox using Simple Mail Transfer Protocol (SMTP) Gmail which is an internet standard communication protocol that allows you to send outgoing emails from your email provider. To start sending emails from TaxCalc you will need to provide the details for your Gmail...
	27 Mar, 2024 Views: 2899

	Communications Centre: Collateral 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...
	27 Mar, 2024 Views: 2711

	Why can't I verify the SMTP Outgoing Email setting for Gmail? 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...
	13 Oct, 2023 Views: 2356

	Setting up a mailbox for other email providers Please Note: If you are setting up a Gmail or Microsoft email account (Office 365, Outlook, Hotmail, Live and so on) you should read the specific Knowledge Base article for your email provider: Link to main email providers KB article TaxCalc connects to your mailbox using Simple Mail Transfer...
	27 Mar, 2024 Views: 1937

	Automated Message Settings Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails 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...
	02 Dec, 2024 Views: 1934

	Viewing eSign Activity in Communications Centre Communications Activity in the client record is automatically updated to display emails sent to request signature and document signed. You can also view the signed document by clicking on the hyperlink on the Communications Activity screen.
	20 Feb, 2024 Views: 1462

	Getting Started with Communications Centre 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...
	04 Apr, 2023 Views: 1166

	How to create a mail merge for July payment on account 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 Can I create a...
	04 Apr, 2023 Views: 1134

	Communications Centre – Switch your existing Microsoft Accounts to the new provider type If you have already set up any Microsoft mailboxes (Office365, Outlook, Hotmail, Live, etc) within Communications Centre, you may need to take action to continue to use them. The Office 365 or Outlook provider types have been re-named in TaxCalc Hub to Office 365 (legacy) and Outlook (legacy) and...
	27 Mar, 2024 Views: 1112