Finances - Letters, Statements, Receipts
- Statement Set-Up
- Statement Templates
- Selecting Single Contacts
- Selecting Multiple Contacts
- Printing Statements
- Emailing Statements
- Storing Communications
- Sample Statement: Size 10 Envelope W Window
- Customizable Tokens
- Year End Tax Letter
- Canadian Tax Module
- Customizable Tax Tokens
- Sorting Statements
- Tax Letter Accuracy Tips
- Thank You Letters