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Level 3
April 5, 2021
Question

Anyone know if there is a way to send a global email to clients from within lacerte?

  • April 5, 2021
  • 1 reply
  • 6 views
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1 reply

George4Tacks
Level 15
April 5, 2021

No.

You can export your  client list, then import to your e-mail address book and go from there. Be careful about handling and disseminating client information.

Answers are easy. Questions are hard!