"CFS PAYROLL AND TAX TOOLS are essential products for CPA'S. CFS is always helpful and easy. Quickbooks and Microsoft could learn customer service pointers from you. Yes, CFS is the Gold standard. Both in product and when ..." Edward T Humphreville, CPA, Los Angeles, CA
Tax Corresponder ™
Time Saving Tax Correspondence Templates
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FeaturesCover LettersClientsGovernment & AuditElectionsTax & Financial
Released in January of each year
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
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System Requirements
  • OS: Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, Windows XP, Windows Server 2016, Windows Server 2012, Windows Server 2008, Windows Server 2003
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space
  • Windows printer and a CD-ROM drive