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.
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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.
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Email your clients.
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Check your email log. The email log will include any correspondence sent from DreamTax to your Clients.
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Click on the overflow menu ( ≡ ). Select Client Communications.
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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.
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Email your clients.
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Check your email log. The email log will include any correspondence sent from DreamTax to your Clients.
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Updated on: 06/03/2024
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