Support CenterHow do I send a return or an e-mail to my other offices using the feature Send Client to Client Mail in SureFire?
🔍 How do I send a return or an e-mail to my other offices using Send Client to Client Mail?
This guide explains how to send an e-mail to multiple EFINs in SureFire using the Send Client to Client Mail feature.
⚠️ Before You Begin
You will need:
- The EFINs of the other offices you want to message
- The subject and body text for your message
- (Optional) A file to attach, if you want to send a return or other document
📊 Step-by-Step Guide
Step 1: Open the feature
Use this when you need to start composing a message to other offices.
Navigate to Communications.
Click Send Client to Client Mail.
SureFire opens the Compose/Send Message window.
Step 2: Enter the first recipient and your message
Use this when you need to start your message and identify the first EFIN.
Enter the EFIN to which you want to send the message, the subject of the message, and the body of the message.
To enter additional EFINs to which to send the message, continue to the next step.
Step 3: Add additional EFINs
Use this when you need to send the same message to multiple offices.
Press Alt+A or click the Address button.
Type each additional EFIN in the Enter Additional Addresses box.
As you type, the program creates a list of the EFINs.
To delete an EFIN from the list, click to select it, and then click Delete.
After creating the list, click OK.
Step 4: Confirm it is set to multiple recipients
Use this to verify your message is going to multiple EFINs.
The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs.
Step 5: (Optional) Attach a file
Use this when you need to send a return or other file with the message.
To attach a file(s) to the mail message, click the Attach button.
Highlight the file you want to attach and click Open.
Step 6: Use the available options
Use these options to save, resend, send, print, or cancel your message.
Options
Open - Select Open to retrieve a previously saved message to resend or send to a different recipient.
Save - Press Alt+S or click Save to save the message and the addressee(s).
You must give each message a unique name.
You must save the message in order to later retrieve it for reading, editing, and/or sending to a different addressee.
The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs.
To send another message to the same list of EFINs, open the saved message, change the subject and text, and send.
Send - Click Send to connect to the Electronic Filing Center and send the message.
Print - Click Print to print the message. SureFire will send the message to the print device you have designated in Printing Network Setup.
Cancel - Click Cancel to close without sending a message. If you have created and saved a message before canceling, the message is saved.
Attach - Click Attach to attach a tax return or other file to the message.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup