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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...
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17 Jun, 2022
Views: 8270
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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. How to Delete Emails in Bulk Practice Manager These articles provide you with tips and tricks you can use within...
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21 Mar, 2024
Views: 6924
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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...
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29 Mar, 2023
Views: 3111
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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...
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14 Jan, 2022
Views: 2447
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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...
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27 Mar, 2024
Views: 1772
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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...
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27 Mar, 2024
Views: 1744
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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...
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29 Mar, 2023
Views: 1694
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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.
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20 Feb, 2024
Views: 1335
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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...
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29 Mar, 2023
Views: 1243
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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...
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13 Oct, 2023
Views: 1069
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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...
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04 Apr, 2023
Views: 902
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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...
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04 Apr, 2023
Views: 834
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How to Bulk Send Emails
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...
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07 Dec, 2023
Views: 457
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How do I generate a mail merge letter for a single client?
Within Practice Manager you can send Mail Merge letters to single clients. In Practice Manager right-click on the client. Select Send Letter. The Send Letter dialog is displayed. Select the required letter and click Send. The letter is then opened in MS Word and the message...
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04 Apr, 2023
Views: 348
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How can I make sure that the token I have selected will give me the correct information from my clients?
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) ...
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29 Mar, 2023
Views: 338
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