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email blast to clients

Mary N
Level 1

I want to send a form email to each client.  How do I do that

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9 Comments 9
abctax55
Level 15

Using Lacerte?   I don't believe you can.

@George4Tacks   Any ideas?

HumanKind... Be Both
Mary N
Level 1

Hello, I should have said it's in ProConnect

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abctax55
Level 15

Well... if Lacerte can't do it, I seriously doubt PTO can.

But, George will know.

HumanKind... Be Both
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Mary N
Level 1

Thanks for responding!

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BobKamman
Level 15

Intuit has a program you can buy.  It's called Mailchimp.  Not to be confused with guys who buy their tax software.  We're called Malechumps.   

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abctax55
Level 15

So.... am I then a FeMaleChump????

HumanKind... Be Both
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abctax55
Level 15

It should be FeMAILChump 🤣

Get it?  OK -It is time for me to go home now.

HumanKind... Be Both
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George4Tacks
Level 15

@Mary N You can export your clients to excel file and then use that to create contacts in whatever email program you use. There is no direct to e-mail from ProConnect directly. 

https://accountants.intuit.com/support/en-us/help-article/print-file/creating-mailing-labels-proconn...

You could even us MailChimp or other variations of ....


Answers are easy. Questions are hard!
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George4Tacks
Level 15

It's like those medical programs. Guys should have a hisnia, some you gals might need a hersterectomy.

I love our language. Nitey Nite


Answers are easy. Questions are hard!