Communicate with clients in TaxCaddy

Customize the Invite and Reminder templates

TaxCaddy comes with client invitation and invitation reminder templates that are ready to use.
Invite
and
Reminder
templates are sent to your clients when you send them an invite to join TaxCaddy. You can customize these
Invite
and
Reminder
templates.
Follow these steps to customize these templates.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
    Select Administrative, then TEMPLATES.
  3. The
    Invite
    template is selected by default and opens in the editor. If this is not the template you wished to edit, you can find your
    Invite
    and
    Reminder
    templates in the
    Invites
    panel. Select the template you want to edit.
    Select the invite or reminder template you'd like to customize.
  4. With the correct template open, use the built-in editor to edit the template (that is, text styles, alignment). To use
    Mail Merge
    , place the cursor where you want to include a mail merge field, select
    Mail Merge
    , then select a merge field. You can also edit the
    Reminder
    template the same way by first selecting
    Reminder
    , then following the same steps.
    note
    • To preview the template, including mail merge data, select the
      Preview Template
      button. Note that preview mode displays sample data and doesn’t use data from your clients.
    • Sending an invite letter formatted from Microsoft Word may not display properly. You can copy paste plain text, then format the letter using TaxCaddy's built-in template features.
    Select Mail Merge from the toolbar.
    note
    Uploading an image from your local device is not supported for
    Invite
    and
    Reminder
    templates.
  5. When you're done editing the
    Invite
    template, select the
    Save
    button.
    Select SAVE.

What's next?

Now that you have customized your firm's templates, you can send out the invites and reminders to your taxpayer clients as needed.

Related Content

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy