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Level 1
Feb 27, 2026 8:36 PM UTC
Question

Client letter

How do you edit the content of the letter to client.  All I've noticed is a box to change the greeting (e.g., Dear John instead of Dear Client).

1 reply

Intuit_Kallana
Level 7
Feb 27, 2026 8:41 PM UTC

Hi @DGD , the letter for each module can be edited by going to Settings --> Client Letters.  You will have to make a copy of the letter to be able to edit it.  If you need further assistance, please contact ProConnect Support .