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Can I send a generic email to a group of clients at once through lacerte?

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Level 1
I would like to send a bulk email with a generic letter as an attachment. Is it possible to do this or will I need to send one at a time?
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Level 15

This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list. 


ex-AllStar

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Highlighted
Level 15

This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list. 


ex-AllStar

View solution in original post