Tax Corresponder

Time-saving tax correspondence templates

FEATURES

FEATURES

  • Audit correspondence
  • Client correspondence
  • Client relations
  • Cover letters/filing instructions
  • Government correspondence
  • Elections
  • Tax and Financial Planning
  • Informational handouts
  • Create custom letters
  • Client imported from client database into documents
  • Firm and preparer data imported into documents
  • Imports clients and preparers from other CFS programs and other major tax preparation programs
  • Mail merge capability
  • Return elections/attachments
  • FTC client privacy policy letters
  • Includes new circular 230 disclaimers and letter
FREE DOWNLOAD
More Information

Over 1,500 tools

Calculators, worksheets, forms, and flowcharts

Unlimited clients and preparers

  • Saved on your computer or server
  • Automatic and manual backup utilities
  • Restore utility

Get help from real people, real fast

30-day money-back guarantee

Import clients from other software

  • Import from other CFS programs
  • Import from Lacerte
  • Import from Excel and comma-delimited CSV files

Enable optional client password protection

Get help quickly with a built-in Knowledge Base

Group clients with Tags

To get started

  1. Click the Free Download button to the right, then install TaxTools WorkShop.
  2. Launch it. Evaluate its contents in demo mode.
  3. Click Buy next to the toolboxes of your choice, all from within the program.
Free Download