Client documents and communications

Combining transmittal letters and filing… 1 of 2

duration 2 minutes 20 seconds

Combining transmittal letters and filing…

Combining transmittal letters and filing instructions

Combining transmittal letters and filing…

Combining transmittal letters and filing instructions

From Thomson Reuters

147 plays
Using Data Mining to generate client letters 2 of 2

duration 3 minutes 16 seconds

Using Data Mining to generate client letters

Using Data Mining to generate client letters

Using Data Mining to generate client letters

Using Data Mining to generate client letters

Learn how to use UltraTax CS Data Mining to search your client database and generate personalized letters and reports. This tutorial demonstrates searching for 1040…

From Thomson Reuters

179 plays