Email Addresses - all Modules

EFILE
1

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

Garth

2

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

3

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.