This is a tool that will help tax professionals to send emails to their clients.
Typically, you will need to send one email at a time when you need to communicate with your clients. If the clientele list is long, the job gets more and more tedious. The Emailer4TaxPros was created to make the life of a tax professional easy. During the tax return submission time, things can get really hectic. Most tax clients have an email account these days and are happy to receive tax tips, announcements, tax payment reminders and tax organizers via email. This program allows Lacerte users and others to deliver PDF organizers in email, and print paper copies for clients with no email address, all in one process. You could use this tool as mailing tool year round to broadcast an email with or without an attachment to all your clients. Mail could be sent to clients along with attachments. In fact, these attachments could be different in the case of different customers.
For broadcast to customers, you need to supply a list of addresses to the program. This list should be in CSV format and could be imported into the tool. The interface is simple and the controls are intuitive. Most users would be able to simply start using it. You need to pick a choice whether the message should simply be broadcast or attachments are to be managed. The place where the attachment is available could be specified. On pressing the processing start button, you will get a log of what is happening with each address from the list. The interface also has an area where the message could be created and edited as required. This is a good product.