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News > This week's webinars: Template Editor Three-Part Webinar Series
This week's webinars: Template Editor Three-Part Webinar Series

This week's webinars: Template Editor Three-Part Webinar Series


Don't miss this week's TaxCycle webinars. Take your client communications to the next level with this three-part webinar series.

Template Editor Part 1: The Basics

Part 1 includes:

  • Finding and opening built-in templates
  • Adding your logo and signature
  • Understanding letterhead, salutation, address and signature snippets
  • Adding a field code to pull in data from a tax return
  • Emailing templates
  • Personalizing a letter for one client

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

Date and Time: Tuesday, December 11 at 11:00 a.m. MT

Presenter Elizabeth Kohl

Register today


Template Editor Part 2: Customizing Templates

Part 2 includes:

  • Cloning and creating templates
  • Choosing the right type of template: email, letter, invoice, label
  • Inserting a snippet template into another template
  • Formatting field codes: dates, currency, business numbers
  • Editing and testing templates

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

Date and Time: Wednesday, December 12 at 11:00 a.m. MT

Presenter Elizabeth Kohl

Register today


Template Editor Part 3: Conditions and Questions

Part 3 includes:

  • Writing and using conditions
  • Creating repeatable sections
  • Answers to your questions (sent in before the session)

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

Date and Time: Thursday, December 13 at 11:00 a.m. MT

Presenter Elizabeth Kohl

Register today


 

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