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Mass Email
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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).
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