Enter client email addresses
To send Organizers and tax returns to your clients electronically, you'll need to enter their email addresses.
- In the application, go toSetup.
- SelectClient Communications.
- For each client in the list, enter their email in theEmail Addresscolumn. You can enter up to 40 characters.
- For married 1040 clients, use theTp:dropdown to switch toSp:and enter the spouse's email.
Email addresses in Client Communications will transfer to the
Contact
screen in the General folder. If you update the email on the Contact
screen, it will also update in Client Communications, and vice versa.