A Second Standard Client Letter?

Forum|Forum|5 months ago
January 26, 2026
1 reply
6 views

can we have more than one standard client letter that will be available globally instead of having to recreate it on each client taht we wnat to use it with?

ProSeries Professional

dd4vols

Intuit Community Champion

The ProSeries Standard Letter is so dull looking and lackluster. I have a "Standard Letter", that I have perfected over the years. First thing I do each year is Copy my prior year's Standard Letter to the bottom of the one ProSeries provides. Then, after a couple of trials, I completely delete every line of the Standard letter that comes with the program. Which makes my Standard letter THE standard letter. Occasionally, I have to add something to my Standard Letter when something new comes down from Congress. Much more professional looking and covers about every option available. I sent it to one of the real champs on here, and he loved it. Sadly, he died in a car accident shortly thereafter.

Sometimes when I need to say something specific to a client, i will bring up the Standard Letter,and save it as a CSL (client specific Letter) or something like that.

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