10661: How to Send Email to a Group of Clients

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How to Send Email to a Group of Clients

 

Batch emails to clients are available in Drake Software. When preparing an email in Drake (Help > E-Mail), you can generate a list of recipients by using a report function to identify the clients you intend to reach. The report functions are the same ones available in Report Manager and are accessible from the Drake email editor. Instructions for this process appear in the Drake User's Manual in 10 Interactive Support > Report Generated Recipient List.

Notes:

  • Recipient list reports can be generated for returns in which a contact email address has been entered:
Return Type Contact Email Field
1040 E-mail/text msg field, Screen 1 (for both spouses in a joint return)
1120, 1120S, 1065, 1041 Contact Information E-mail field, State General Information screen (States tab) (for resident state information only)
990, 706 not available for recipient list report function
  • A separate email is sent to each member of the recipient list. Recipients do not see any information about other recipients.
  • Client appointment reminders. To email batch appointment reminders, see "Client Appointment Reminders can be Batch Emailed in Drake" in Related Links below.



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Last Modified:6/24/2014

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