Emails

Is there a way to format the client emails that go out when sending the tax organizer. Like making things bold or changing colors of the font
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  • I don't think there is an option to do that now. I even tried to do html text formatting and got an error so I'd love to see this feature added as well

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  • Hi guys, 

    You can format your client instructions and saved messages regarding organizers. Just go to the settings while in organizers, click on Saved Messages and/or Client Instructions and then click the edit icon on the applicable message that you'd like to format.

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  • Unfortunately this doesn't work in the Client Instructions section for the emails that get sent to clients. There is no option to format the text, nor format using html code (I get an error if I add html coding)

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  • Hannah, you're right, I'm sorry. It does only allow us under the Client Instructions. Ugh...This should be fixed. 

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