Customize the Invite and Reminder templates

TaxCaddy comes with client invitation and invitation reminder templates that are ready to use.
Invite
and
Reminder
templates are sent to your clients when you send them an invite to join TaxCaddy. You can customize these
Invite
and
Reminder
templates.
Follow these steps to customize these templates.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
    Select Administrative, then TEMPLATES.
  3. The
    Invite
    template is selected by default and opens in the editor. If this is not the template you wished to edit, you can find your
    Invite
    and
    Reminder
    templates in the
    Invites
    panel. Select the template you want to edit.
    Select the invite or reminder template you'd like to customize.
  4. With the correct template open, use the built-in editor to edit the template (that is, text styles, alignment). To use
    Mail Merge
    , place the cursor where you want to include a mail merge field, select
    Mail Merge
    , then select a merge field. You can also edit the
    Reminder
    template the same way by first selecting
    Reminder
    , then following the same steps.
    Select Mail Merge from the toolbar.
  5. When you're done editing the
    Invite
    template, select the
    Save
    button.
    Select SAVE.

What's next?

Now that you have customized your firm's templates, you can send out the invites and reminders to your taxpayer clients as needed.

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