Articles on: DreamTax IPR6 Bulk Submissions

Client Communications in DreamTax

Client Communications in DreamTax allows you to manage emails, templates and email logs.



  1. Click on the overflow menu ( ≡ ). Select Client Communications.



  • Manage your email templates. You can add your own or use the generic ones we have created for you. Here you can also set your default templates.



  • Email your clients.



  • Check your email log. The email log will include any correspondence sent from DreamTax to your Clients.




Updated on: 06/03/2024

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