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.
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.
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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