If you're a Twilio subscriber you can send a message to a group of clients. Here's how:
From the Quick Menu of TaxSlayer Pro select:
- Client Reports - Select one or more filters to filter the client list to just the clients you want.
- In the "Generate Report Type" drop down menu select Send Text Message.
- Click View. (If you see a button labeled Loading... the database is still being built. Keep waiting until it changes to View.)
- You'll be told how many returns were selected and asked if you'd like to continue. Answer Yes.
- Enter the message in the "Text Message Body" field (160 characters maximum, including spaces).
- Click Show Recipients to see who will receive the message. To remove someone from the message, uncheck the check box next to their name.
- Click Send Message to send the message.