If you'd like to send an e-mail message to many of your clients at once, you can use the Export button found in several places in TaxSlayer Pro to create a comma-separated list of e-mail addresses suitable for copying and pasting into a new e-mail message's "Bcc" (blind carbon copy) field. (This list can also be pasted into either the "To" or "Cc" fields, but then all of the recipients would be able to see every address, so for the sake of confidentiality it's best to use the Bcc field.)
There are three lists of clients you can export for this purpose:
- Call/Thank You List under Client Retention - This list consists of this year's clients whose returns have been marked Complete.
- Prior Year Client List under Client Retention - This list consists of clients in last year's client list whose returns were marked Complete and who aren't in this year's client list.
- Main Client List - See here.
How to send an e-mail using addresses
from a Client Retention list
1. Click the Client Retention icon in the toolbar at the top of the window:
2. Select the list you wish to export:
3. At the top of the "EMail" column, click the filter symbol:
4. Uncheck the second check box to filter out clients who don't have an e-mail address:
This step ensures there won't be any blank lines in the list of addresses that is exported.
5. Click the Export to Excel button:
6. Click the check box to export only the e-mail addresses, then click Ok:
7. A Windows File Explorer window will open to save a comma-separated file named ClientList.csv. You can change the name if you wish or keep it. Take note of the directory it is saving to and if you wish change to a different directory or the Desktop. When you're ready to save the file, click Save.
8. Locate the csv file where you saved it, right-click it, choose Open with, then Notepad:
9. Select the first line in the file - "Email," - and delete it:
10. Right-click in the Notepad window and choose Select All:
11. Right-click in the Notepad window and choose Copy:
12. Open your e-mail program and paste the list of addresses into the Bcc field of a new message.
For example, if you use Gmail in your web browser, after clicking the Compose button click the Bcc button at the top right of the composition window to reveal the Bcc field:
13. Right-click the Bcc field and choose Paste:
The addresses will be pasted into the Bcc field:
You can proceed with the rest of the e-mail, entering the subject and message body. If you wish, you can enter your own e-mail address in the To field.