Communications Editor
Edit and customize software-generated client communications, including tax return result letters. [CC]
Other videos in this category:
Include customized paragraphs within software-generated customer letters. [CC]
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.
When mailing out pre-season organizers or a birthday card to clients, Printing mailing labels from Drake software is simple.