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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Is there an easy way to send a group mailing to all my clients in Pro Series?
Is there an easy way to send a group mailing to all my clients in Pro Series?
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Lori563
Level 3
09-29-2021
12:34 PM
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1 Comment 1
dascpa
Level 11
09-29-2021
03:51 PM
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No there is not. What I do is create a separate Home Base view of client name, email address, spouse name and spouse email address. I then do an export of that in .csv format. Open up that file in Excel and sort any way you want to. My Microsoft Outlook limits the number of email addresses I can send at once so I copy them from the Excel file in groups of 50 or 100 and then paste them into Outlook as a BCC (so no one else can see names). Without getting a mail merge, Constant Contact or other software program this is the only way it has worked for me.
