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A
ASCPA
Level 3
May 7, 2026
Question

I am wondering if there is a way to create a new custom client letter that can be used across call clients.

  • May 7, 2026
  • 2 replies
  • 12 views
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2 replies

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
May 7, 2026

yes but you have to use their word processing and editor.. it may be easier to edit the document Intuit provides 

If at first you don’t succeed…..find a workaround
    dascpa
    dascpa
    Level 11
    May 8, 2026

    I have for a zillion years. It's a pain but very doable. I keep it to one page, show balance due or refund summaries, show refund bank names, account numbers and routing numbers, etc. Use the codes and the insert paragraphs on the right side of the editor to assist.

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