Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Mass Email
Mass Email
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
denisefin1
Level 1
03-12-2022
10:37 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
1 Comment 1
Karl
Level 8
03-12-2022
11:24 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.*
