Communications Editor
Edit and customize software-generated client communications, including tax return result letters. [CC]
Other videos in this category:
Use an electronic signature pad to collect a client’s signature on an engagement letter, indicating that the client has seen and agrees to the terms.
Learn how to customize Drake tax return result letters and filing instructions. [CC]
If you have a one-off label maker, you can conveniently print mailing and folder labels from within a client’s return. [CC]