Tax Document Mailer
Course Summary
This course has EVERYTHING you need for a Tax Document Mailer. For clients that worked with you in the past year, you will be sending out a copy of their settlement statement, which they will need for tax time. This is a great way to keep in touch with clients at the beginning of the year!
- Detailed Action Plan with Timeline - Just enter your event date and it will tell you all your deadlines!
- Detailed Training - Understand everything you need to do to mail the settlement statement along with a short letter.
- Canva Templates - Save time by used our pre-made templates
- Supplier Recommendations - We've done the research for the best places to buy the supplies you need
Course Curriculum
