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Template toolbar
You can use the Template toolbar to format any custom letter before sending them to clients.
Template toolbar
The following table is a brief overview of the Template toolbar:
Name and icon/list | Description |
|---|---|
Style  | Format the text as a header, quote, code, or normal. |
Bold  | Makes the text bold. |
Italic  | Italicizes the text. |
Underline  | Underlines the text. |
Remove Font Style  | Clears any stylized changes made to the text and reverts the text to default settings. |
Font  | Lets you select a new font style for your text. |
Font Size  | Change the size of your text. |
Font Color  | Change the text color and highlight the text with a background color. Learn more about the color picker. |
Line Height  | Changes the amount of space that appears between lines of text. |
Unordered List  | Creates a list with bullet points. |
Ordered List  | Creates a list of numbers. |
Paragraph Alignment  | Aligns and indents text. For best results, set text-alignment to Justify full  in Letters templates. |
Link  | Inserts a hyperlink text. |
Picture  | Inserts an image to the letter template. Learn more about adding an image. |
Horizontal Rule  | Inserts a horizontal line as a divider. |
Table  | Inserts a table. Select the picklist icon  to select the number of rows and columns. |
Strikethrough  | Add a line through the text. (that is, the red hat). |
Superscript  | Changes the highlighted text to very small letters over the line of text. |
Subscript  | Changes the highlighted text to very small letters under the line of text. |
Table  | Lets you edit the letter template manually using HTML code. |
Undo  | Reverts changes by undoing the last action. |
Redo  | Restores the last action removed using undo. |
Mail Merge  | Personalizes the email template according to the client's personal information. Learn more about mail merge. |
Color picker
To apply foreground and background color settings, select the color icon.
icon.
To select different foreground and background colors, select the picklist icon.
icon.
Select a color to update the background color. If the colors provided don't suit your firm's needs, you can choose
Select
to pick a specific color.
he color selector will appear on your screen, letting you choose the color of your choice. Your selected color will be reflected in the
Background Color
section.
You can select a provided color for your
Text Color
, or you can select Select
for a specific color that suits your firm's needs. 
Insert image
To insert an image to the letter template, you must first acquire the image URL from your web hosting location or an image hosting service.
Follow these steps to insert an image to a letter template
:If your image is hosted on a website then right-click the image to open the shortcut menu, then select the following option based on your browser:
- Chrome - On the shortcut menu, selectCopy image address.
- Firefox - On the shortcut menu, selectCopy Image Link.
Once you have copied the image location, select the icon.
Picture
icon.
When the
Insert Image
window appears, paste the image location in the Image URL
field.note
Use this link to upload documents
feature is only supported for Letters. To insert an image to Invite and Reminder templates, use the Image URL
feature.
To paste the image location, right-click the
Image URL
field, then select Paste
.note
You can also press
Ctrl
+ V
to paste the image link.
Select
Insert Image
.
If inserted successfully, the image will appear in the template.
Mail merge
Mail merge lets you personalize each email according to the client's personal information.
For example, when sending a letter to Tom, Tina, and Thomas, you can send the same email template to all 3 clients. TaxCaddy will automatically insert the correct client name for each client.
Tom's email will say “Hello Tom”
Tina's email will say “Hello Tina”
Thomas's email will say “Hello Thomas”
To use the Mail Merge feature, select
Mail Merge
to see all available options.
Select an option on the
Mail Merge
menu.
You can use the following options to personalize the client's letter template:
Mail Merge Options | Example |
|---|---|
Greeting_Line1 | Tom and Tina |
Greeting_Line2 | Mr. and Mrs. Smith |
Client_First | Tom |
Client_Last | Smith |
Client_Suffix | Tom Jr. |
Client_Email | TomSmith@email.com |
Spouse_First | Tina |
Spouse_Last | Smith |
Spouse_Suffix | Tina Sr. |
Spouse_Email | TinaSmith@email.com |
Tax_Contact_First | Pam |
Tax_Contact_Last | Preparer |
Tax_Contact_Email | PamPreparer@email.com |
Tax_Contact_Phone | 1-800-1234 |
note
Greeting_Line2
will always say “Mr. and Mrs.”, therefore it is not recommended for letters sent to same-gender couples.The template will insert a placeholder for that option. Placeholders will be replaced with each client's personal information available on the
Client Management
screen.
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