How do I put my signature on the client letter in Lacerte

[abctax55]

I type in my name, then edit the fonts to make it look like a signature.

I don't know if you can import your actual signature.  I'll see if someone else does...paging George.

[abctax55]

@George4Tacks

[IntuitAustin]

You can add a logo or picture to your Client Letters.  When you add a picture to the Client Letter, the program assigns the bitmap image a keyword that you can use to insert anywhere in the letter.  For example, you can use a company letterhead or logo as a keyword and then insert the keyword into your letter.

NOTE:  You must create your logo or picture in a Bitmap (*.BMP) format before you can add it to the Client Letters.

You can add logo or picture to Client Letter, Organizer Client Letter, or the Database Report Letter.

Solution:

To add/insert a logo to your Client Letters:

1. Go to the Client Letter:
   • To open the Standard Client Letter:
     1. Click on Settings.
     2. Click on Client Letter.
   • To open the Organizer Client Letter:
     1. Click on Tools.
     2. Click on Organizer.
     3. Click on the "+" next to Client Letter.
   • To open the Database Report Letter:
     1. Click on Print.
     2. Click on Database Reports.
     3. Click on the Letters tab.
2. Select the desired letter or create a new letter.
3. Position your cursor where you want to insert the image. (Example: If you want your business logo to show before your firm name, place your cursor above the Firm Name Keyword on the letter.)
4. Click on Tools.
5. Click on Keywords.
6. Click on Bitmap.
7. Click on Add.
8. Enter a Keyword Name.
9. Click on Browse to specify the location of the *.BMP file.After you select the .BMP file, the File Path will display the location where the file is stored.
10. Click OK.
11. Locate the Categories section.
12. Click on <Bitmaps> under the Categories section.
13. Locate the Keyword Names section.
14. Click on the bitmap file added under the Keyword Names section.
15. Click on Insert.This will open a window where you can change the size of the file/image. If you would like to change the image size you can change the Width and Height.
16. Click Accept.Once you have inserted the logo/image you can either preview the client letter or close the window to save the letter. You can always make changes afterwards or insert a new logo/image.

    Note- The Organizer Client Letter does not have a preview option.

    • To preview the Standard Client Letter:
      1. Click on Folder.
      2. Click on Print Preview.
      3. Click Yes to the Save changes window?
      4. Click Close.
    • To preview the Database Report Letter:
      1. Click the Preview button at the bottom of the window.
      2. Click Close.

[George4Tacks]

I will add that the process is tedious. Multiple resizing of the bitmap file. Multiple putzing with the number of spaces and/or carriage returns to get it to line up properly. Once done make a backup and store it in a safe place so you NEVER have to deal with it again.

[IntuitAustin]

:+1:

[abctax55]

I like MY method better.  It's not like the clients READ the letter anyway /s

[George4Tacks]

I use Kunstler Script and used Shelley Script in the past. There are hundreds of free fonts to search to get one that fits your style. No fiddling with a bitmap required!!

[IntuitAustin]

There are services out there where you can actually make your own font based off your handwriting. It's pretty neat