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Home > Archive > SmartVault for Tax Preparation > SmartVault Video Tutorials for Lacerte and ProSeries (Tax Plan) > Customizing Text in the Client Invitation Email (Video)

Customizing Text in the Client Invitation Email (Video)

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If no video appears, click here to view this video.

 

Right click here and select Save link as to download a .txt file containing a suggested template.

If you would prefer a more general template that does not identify your users specifically as clients of your firm, right click here and select Save link as.

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