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 merge letters
• Create messages with optional client/user information
• Send emails to clients using a preconfigured mailing list, or by manually selecting the clients’ email addresses
• Schedule and automate messages
• View sent message activity
• View pending message activity

In order to use the email function within Communications Centre you will first need to set up your SMTP details within Admin Centre.