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Level 1
November 10, 2023
Discussion ongoing

email address extraction and compilation into one BCC type email

Related products:Lacerte
  • November 10, 2023
  • 1 reply
  • 0 views

It would be cool if there was a feature that allowed us to exact the email addresses of all the clients that have not provided their tax docs into one, BCC, type email. This would save use the time of emailing each and every client individually and separately.

1 reply

November 13, 2023

Thanks for the idea for a BCC email to clients that haven't provided their tax documents. We are changing the status to "Open for voting". 

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