Solved
Can I send a generic email to a group of clients at once through lacerte?
I would like to send a bulk email with a generic letter as an attachment. Is it possible to do this or will I need to send one at a time?
George4TacksAnswer
Level 15
November 13, 2020
This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list.
Answers are easy. Questions are hard!
