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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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denisefin1
Level 1
03-12-2022
10:37 AM
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I would like to send a mass email to remaining proforma'd clients about tax day. Can I do through the Lacerte program without having to send one at a time?
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Karl
Level 8
03-12-2022
11:24 PM
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Not through Lacerte that I know of. But you could export a CSV file of all client and spouse email addresses (highlight all clients,"Client" menu>"Export">"Export to file", select taxpayer and spouse email addresses).
Then copy that set of cells in your CSV/Excel file, and paste it into the "Bcc" field of your email program (just put yourself in "To" so you aren't creating a Reply-All nightmare).
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
