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Email Addresses - all Modules

We want to be able to send letters to clients but we believe the client must provide us an authorization to provide that email address to CRA - Privacy issue as to the purpose of us collecting the email address.

Is it possible to have a field for the client to specifically to approve of the request for documents email?

Is it possible to have two email address fields with a tick box that would indicate that the email address sent or to use the preparers email address.

Thank you


Would love a letter template for email authorization to comply with Canada’s email and privacy rules.

Here you go.

MultipleYear.Email Consent.taxcycletemplate (7.1 KB)

You WILL need to edit this to get your firm’s name in. I just left it with my name and email domain name as it wasn’t worth struggling to find the codes.