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How to add a new client letter
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  • How to add a new client letter

    This article explains how to add a new client letter in CrossLink TaxProAlliance.

    If the default client letter does not suit your needs, you may simply create a new client letter following these steps.

    1. On the Setup menu, click Client letters.

    2. Modify the letter as necessary. When finished, on the File menu, click Save As.

    3. In the File Name box, type a name for the new client letter and then click Save.

     

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