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Template Editor

Custom Client Correspondence

TaxCycle Template Editor Window

Every TaxCycle purchase includes a library of ready-to-use templates for letters, invoices, labels, and emails. These templates draw details directly from the tax return to create custom correspondence for each client.

With the Template Editor, you can modify these defaults or build an unlimited number of new templates from scratch.

Watch videos to learn more

 Consistent Branding

Add your logo and signature in Options or customize the letterhead snippet to apply your firm's brand across all correspondence.

 Live Tax Data

Insert field codes that pull live tax data directly from the tax return. Any calculation changes in the file are immediately reflected in your correspondence.

 Conditional Logic

Add conditional logic to automatically show or hide specific paragraphs based on the tax data. For example, displaying payment instructions only if the client has a balance owing.

 Email Templates

Customize the subject lines and body text of the cover letter emails sent from TaxCycle or TaxFolder. Easily attach documents for signature or approval.

 Visual Editor

Create your templates in a familiar, word-processor-style interface without worrying about the underlying HTML and CSS tags. Watch your changes appear in the real-time preview as you work.

 Intuitive Logic

Insert field codes and write conditions in industry-standard Mustache {{ }} syntax. Powerful template functions allow you to add advanced conditions and calculations to your templates.

 Integrated Invoicing

Invoicing templates link directly to the Billing worksheet, pulling in preparation fees, hourly rates, and additional charges automatically.

 Template Library

Use standard letter, email, invoice or label templates "out of the box," clone them to make minor adjustments, or build new templates from scratch to suit your firm's workflow. 

Switch to TaxCycle today

Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. 

Try TaxCycle Buy TaxCycle

“We’ve dramatically increased productivity.”

Greg Buck
Greg Buck CPA, CA | KEY Financial Group
Abbotsford, British Columbia

Schedule a live demo with a TaxCycle expert

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