Client Communications in DreamTax
Client Communications in DreamTax allows you to manage emails, templates and email logs.
Click on the overflow menu ( ≡ ). Select Client Communications.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_6gzjf7.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1mdth6y.png)
Email your clients.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/email-client-from-dt_143dj5y.png)
Check your email log. The email log will include any correspondence sent from DreamTax to your Clients.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/client-communications-email-lo_1ez4gr6.png)
Click on the overflow menu ( ≡ ). Select Client Communications.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_6gzjf7.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1mdth6y.png)
Email your clients.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/email-client-from-dt_143dj5y.png)
Check your email log. The email log will include any correspondence sent from DreamTax to your Clients.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/client-communications-email-lo_1ez4gr6.png)
Updated on: 06/03/2024
Thank you!