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D
DGD
Level 1
February 27, 2026
Question

Client letter

  • February 27, 2026
  • 1 reply
  • 5 views

How do you edit the content of the letter to client.  All I've noticed is a box to change the greeting (e.g., Dear John instead of Dear Client).

1 reply

Intuit_Kallana
Intuit_Kallana
Level 7
February 27, 2026

Hi @DGD , the letter for each module can be edited by going to Settings --> Client Letters.  You will have to make a copy of the letter to be able to edit it.  If you need further assistance, please contact ProConnect Support .

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