Communications Centre
File size limits for attachments when sending an email in Communications Centre
In Communications Centre if you receive the message 'You have reached the email file size limit for the email provider. Please attach a smaller size document', check the size of the file(s) you're sending. The limits are different depending on the service provider you use. Service...
rating 29 Mar, 2023 Views: 1112
Set up Mailboxes for Communications Centre
TaxCalc’s Communications Centre allows you to add and authorise your own mailbox system(s) within the TaxCalc Admin module and then use those mailboxes to generate and send emails from within TaxCalc. Adding your own Mailbox(es) into TaxCalc, as well as the means of sending emails, can differ...
rating 27 Mar, 2024 Views: 1099
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...
rating 07 Dec, 2023 Views: 1007
Communications Centre – Authorising a Microsoft Account using OAuth
See KB3380 - Setting up a Microsoft mailbox in Communications Centre. This article covers the Microsoft authorisation journey and steps that may need to be taken by system administrators. When the authorisation journey starts, the Microsoft website should load within a TaxCalc window. ...
rating 27 Mar, 2024 Views: 950
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...
rating 04 Apr, 2023 Views: 759
Request Records Reminders
As well as being able to automate the process of requesting records, you can also automate sending optional reminders for specific contacts generating a message within the Pending Messages queue waiting for you to review and send. To activate the reminders automation, go to Admin Centre >...
rating 23 Mar, 2023 Views: 707
Setting up a Microsoft mailbox in Communications Centre
Please Note: This email provider option covers all Microsoft mailbox types (Office 365, Outlook, Hotmail, Live and so on). If you have already added any accounts using the Outlook (legacy) and Office 365 (legacy) options, you should change them to this provider type and re-authorise them as the...
rating 27 Mar, 2024 Views: 602
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) ...
rating 02 Dec, 2024 Views: 597
Adding signatures to your mailbox
You have the option to add firm wide or user specific signatures. Within Admin Centre, select Firm Details or Users. Select the relevant office or user and click Edit Office/Edit User. Select Outgoing Email Settings and choose the mailbox from the list. Click Mailbox Signature. The...
rating 29 Mar, 2023 Views: 582
How do I edit a default Email template?
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...
rating 25 Feb, 2025 Views: 542
How do I create an email template?
1. Within Communications Centre, select Email Templates. 2. Click Create Template to open the Create Message Template dialog. 3. Enter the template Name as well as the message Subject. 4. Now type the content of your message. Hint: If you are copying and pasting from another...
rating 10 Feb, 2025 Views: 539
Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from within Communications Centre?
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...
rating 29 Mar, 2023 Views: 483
Can I create a Mailing List to show me all clients that have had a payment on account?
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...
rating 29 Mar, 2023 Views: 423
Adding Tokens to an Email Subject in Communications Centre
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can...
rating 04 Jul, 2023 Views: 402
Tips and Tricks Home Page
Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
rating 27 Jun, 2024 Views: 384

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