A Second Standard Client Letter?

[Peter704]

can we have more than one standard client letter that will be available globally instead of having to recreate it on each client taht we wnat to use it with?

[dd4vols]

The ProSeries Standard Letter is so dull looking and lackluster.  I have a "Standard Letter", that I have perfected over the years. First thing I do each year is Copy my prior year's Standard Letter to the bottom of the one ProSeries provides. Then, after a couple of trials, I completely delete every line of the Standard letter that comes with the program. Which makes my Standard letter THE standard letter.   Occasionally, I have to add something to my Standard Letter when something new comes down from Congress.   Much more professional looking and covers about every option available.  I sent it to one of the real champs on here, and he loved it.  Sadly, he died in a car accident shortly thereafter.

Sometimes when I need to say something specific to a client, i will bring up the Standard Letter,and save it as a CSL (client specific Letter) or something like that.