Client Communication Manager

The Client Communication Manager enables you to create and customize client letters for your clients. Templates are available that can be edited to suit your needs. Templates may be modified and saved for future use. A blank template is available to give you complete flexibility in the creation of custom client letters. Graphics and digitized signatures may also be added to your client letters to give them a personal touch.

ATX also offers Standard Client Letters. The Client Communication Manager may be used to add graphics and/or edit content for these as well.

To open the Client Communication Manager, do one of the following:

• From an open return, click the Forms menu; then, select Client Letter.

Client Communication Manager (from an Open Return)

• From Return Manager, click the Tools menu; then, select Client Communication Manager.

Client Communication Manager (from Return Manager)

How To Topics:

• Client Communication Manager Menus
• Client Communication Toolbar
• Client Letter Templates
• Using Variables in the Client Letter
• Adding Graphics
• Inserting a Table in a Client Letter
• Deleting a Client Letter
• Attaching Custom Letters