Looking for a file completion letter

TaxCycle General
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1

Hello TaxCycle Community,

We are a firm that just completed our second year using TaxCycle & Tax Folder. One of issue/problem/inconvenience I want to try and solve before next year is automating the process of notifying the clients of their file being completed.

I spoke with a TC rep next week, and there is no feature I can set up to have something get sent to my client automatically upon e-filing the return.

Option 2, which I’m currently exploring is a post-season letter in which I created a print set with just that letter in it, so when we submit the taxes for e-filing, we can take the short step of clicking on said print set to send off a letter of tax completion

The issue is that the post-season letter is more so a pre-pre-season letter and has nothing much to do with the taxes just filed and more so preparing the client of next years taxes, which isn’t something I’d want to think about as a client on the day my current year taxes got filed. I can’t seem to edit the post-season letter to a customize it for this use either because its

Does anyone have a fix for this or know of a letter/print set that could possibly accomplish this feat.

Thank you in advance.

2

You can create your own letter, if you want. I agree with what you’re trying to accomplish. I haven’t seen anything, like Zapier, that could provide a trigger for the email.

3

I’m looking into automation, like Gems (first as I already have it) or Zapier. As for content, you should put more thought into what you want to say. You can draft either with the templates or use your own. I’ve created letters and messages, used AI to review them, and it gave me some insight and suggestions on formatting and some wording.