SUMMARY

MORE INFORMATION

CONFIGURATION

Step 1 - Activate TextLink:

• To configure TextLink to use a Gmail account:

  Step 1 - Activate TextLink:

  1. Open the program, running as an administrator (in Windows Vista or later, right-click on the the program icon and select Run as Administrator).
  2. Click on Setup->Office Setup.
  3. Select the TextMsg tab.
  4. Click the Activate TextLink button. A black window should appear.
  5. Click Ok when prompted until returned to the TextMsg tab.

  Step 2 - Configure TextLink:

  1. If needed, create a free Gmail account (an existing account may be used).
  2. Log into the program as a user with Administrator rights.
  3. From the top menu, select Setup->Office Setup.
  4. Click the TextMsg tab.
  5. In the Email field, type the desired Gmail account e-mail address.
  6. In the Password box, type the correct Gmail account password.
  7. Click OK to close the save changes and close the setup screen.

  
  
• To configure TextLink to use an SMTP server:
  
  

  1. Log into the program as a user with Administrator rights.
  2. From the top menu, select Setup->Office Setup.
  3. Under Advanced – SMTP Settings enter the address and port of the SMTP server to be used.
  4. Click OK to close the save changes and close the setup screen.

Step 2 - Send a test TextLink message:

1. Start a new tax return or open an existing one.
2. Click Client Data in the Attached Forms section.
3. Under Taxpayer Information, type the recipient’s cell phone number in the Cell field.
4. Select the Text Message check box.
5. Click the Cell Phone Carrier box and click Choices.
6. Select the appropriate cell phone provider and click Ok.
7. Click the Send Text button on the top toolbar.
8. In the Text Messaging Option enter a test text message and click OK.
9. In the Text Confirmation window click Yes.