Customer cover letter

[GothCPA]

Add customization options for the client letter (customize persona, partnership, etc separately). I have specific items I want to add, but there's no way to do that. Include a feature to pull return data into an added sentence.

[G1]

And the ability to (1) use a different font type and (2) use all caps. Lacerte has these features, and this software is based on Lacerte.

[IntuitGabi]

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

[IntuitGabi]

The enhancement idea to add customization options for the client letter is currently Under review and the team is researching next steps. Thanks for the votes and additional comments.

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

[IntuitGabi]

This idea has been implemented. Thanks for your idea and votes. See this article on Creating and using custom client letters in ProConnect Tax