Take your client communications to the next level
No matter what kind of tax return you're preparing, it's important to maintain an effective relationship with your clients. Clean, comprehensive client communications help you do that. This is why each and every TaxCycle module contains default letters or email templates to help you with this task.
Depending on the needs of your tax office, you may send a wide variety of communications to your clients. From engagement letters to post-season follow-ups, from marketing emails and invoices, if you have the Template Editor, you are never limited to a fixed number of templates. Create as many as you want.
Merge client data
The true power of the Template Editor is in its ability to merge data from your clients tax returns:
- Easily copy and paste field codes to automatically insert merged data
- Do math with the merged amounts or constants
- Create conditions to show or hide sections of letters
One template for multiple years
You can even share templates across multiple years and insert constants to handle dates for the current tax year, or for prior years. This makes the yearly rollover of clients and software quick and easy.
Power and polish at your fingertips