How Do I Edit Client Letters

To modify a client letter globally, please do the following:

  • At the Main Menu, select Utilities>Program System Utilties>Edit Client Letter Templates.
  • Highlight the form name and click Select. Edit the Client Letter as needed.
  • When editing client letters, be especially careful of any items that appear in brackets or appear directly after “!”.

You can also edit the Client Letters for each individual payer. When printing, View the Client Letter on the screen and then edit as needed.

Software Solutions from AMS

Our W-2 and 1099 Forms Filer is our only required platform. From there, users pick the services they need. Choose from the tools below to build out your customized accounting software.