George4Tacks
Level 15
01-18-2021
02:36 PM
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I format the client letter to work as a slip sheet, i.e. client address lines up with the envelope I use.
I do not use the slip sheet. I actually tri fold most organizers to fit a standard window envelope that I send with a forever stamp, some need the forever additional ounce stamps. I am now a small practice with mainly retired folks.
Answers are easy. Questions are hard!