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.
Starting with Communications Centre
These articles provide you with details on setting up Communications Centre.