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Getting Started with Communications Centre

Article ID: 3192
Last updated: 04 Apr, 2023

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 activity in Communications Centre and Practice Manager.
For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.
Article ID: 3192
Last updated: 04 Apr, 2023
Revision: 5
Views: 1166
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