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    Can I send a generic email to a group of clients at once through lacerte?

    gp1
    Level 1
    I would like to send a bulk email with a generic letter as an attachment. Is it possible to do this or will I need to send one at a time?
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    George4Tacks
    Level 15

    This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list. 


    Answers are easy. Questions are hard!

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    1 Comment 1
    George4Tacks
    Level 15

    This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list. 


    Answers are easy. Questions are hard!