Bulk Report Creation

Client letters can be created in bulk for all your clients. Please see below for further instructions:

• From the top toolbar, go to Reports > Client > Bulk Report Creation
• Select the letter from the Report Type drop down menu
• Select Tax Year if relevant; e.g.: for a Detailed Tax Questionnaire
• Choose and add the clients for whom the letters need to be created for
• In addition to bulk creating the letters for your clients, you are also able to bulk print the letters or save them to your computers file system by checking the relevant box (Print files/Save to folder)
• If you choose to not print or save them in your file system, you can simply go to your client’s Reports and Letters tab to individually email the letters to your clients. Please note that bulk emailing is not available at the moment
• Click on Create Reports