|
Identify targeted clients – ClientRelate allows you to generate a list of clients that could be impacted by new tax developments or benefit from tax planning strategies. Just launch the ClientRelate Wizard from any bulletin or service to initiate a search against your database of federal and state tax returns in ProSystem fx or Global fx. At the conclusion of your search, you will be presented with a list of targeted clients.
Create client letters with mail merge tool – Once you get your results, you can easily send out client letters with our mail merge tool. The client letters within ClientRelate are pre-formatted to work with Microsoft Word mail merge or e-mail merge functionality, so you can easily communicate important issues with your clients.
- Review the letter and personalize it to fit your style.
- Verify that all the clients on the results list should receive the letter.
- Then, simply click on the Merge to a New Document icon to produce a personalized
- letter for each client on the list.
- The integration with your ProSystem fx or Global fx Tax Preparation software continues as the client contact information is extracted from your tax preparation client files.
Spreadsheets – Most ClientRelate Services and some Bulletins contain downloadable spreadsheet files that assist you in performing calculations for your clients. These spreadsheets are built and tested by our editors, so that you can save time in performing the service or communicating the impact of a new law.
Assumptions – Most spreadsheets have a data collection page for you to enter the relevant data.
Client ready output – And, the spreadsheets contain a customer presentation page, formatted with a professional look.
Filled-in forms – When a form that is not used frequently is required, ClientRelate provides sample filled-in forms and supporting statements to provide guidance when you complete the form for your clients. | 
