Client letters, invoices, emails and labels
No matter what kind of tax return you're preparing, it's important to maintain an effective relationship with your clients. This is why TaxCycle modules contain built-in letter, invoice, label and email templates to help you with this task.
From engagement letters to post-season follow-ups, from marketing emails to invoices, if you have the Template Editor, you are never limited to a fixed number of templates. Create as many as you want.
The Client Manager is included with every TaxCycle purchase.