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	Select A Card Simply select one of the courtesy reminder, announcement or notice cards at right or click one of the buttons below to either upload a custom card that you have designed or have us design a card for you. Please note, if you design your own card, it must be 300 dpi resolution and measure 6.125 inches by 4.125 inches (4,667 pixels by 3,143 pixels).

Enter Your Text And Dates Please edit the text on the left side of the card and enter the month and day you would like your cards sent.  For quarterly reminders, we recommend sending the cards 10-14 days in advance (ie, June 15th reminders might be dated 06 01).  An announcement card could be dated tomorrow. Send Dates One Time Mailing Month Day Quarterly Reminders Perpetual Until Canceled Month Day

<<Firm Name>> <<Address 1>> <<City>><<ST>><<Zip>> Dear <<First Name>> This is a courtesy reminder to let you know that your next estimate payment is due on <<est date>>. Please attach a check to the estimate voucher(s) we provided for you and keep this courtesy card as a receipt with your year-end tax records. Fed Date Paid ______ Amount _______   St Date Paid ______ Amount _______     Insert Boilerplate Text

$0.00

Programming explanations

1. Select A Card
This section shows the generic cards available to each member as well as any custom cards that they (or we) upload for them.  They can click on each card to see the full size (300 dpi) pdf of the card that will be sent to the printer.

Upload Postcard: This button allows members (or us) to upload a custom postcard image to their member area which they can select for a mailing
Delete Selected Card: This button deletes whatever card the member selects for removal
Have Us Design A Card:  This button takes the member to the design payment page where they can attach a photograph and pay the design fee ($50)

2. Enter Text and Dates
This section allows members to upload their logo and type in (or edit) their text for the back of the card.  The card to the right will show an uploaded logo and pre-filled text as shown and allow the member to edit the text to suit their needs.

Send Dates:  Every mailing will be either a one-time mailing (announcements, extension reminder, etc) or a quarterly estimate reminder.  The boxes should allow (and require) 2 digit dates for the month and day of the mailing.  A quarterly mailing setup will stay in the system and be mailed perpetually on the dates entered until canceled.  However, each time a quarterly mailing is generated, it must recalculate the clients to account for new, deleted or edited clients.
Preview Postcard:  This button will render the card into the pdf file that will be sent to the printer.
Upload Logo:  This button allows members to upload their logo which will be rendered at exactly 1 inch in height and up to 3 inches (as needed) in width.
Insert Boilerplate Text: These buttons will insert different standard text for different cards so that the user can edit it to suit their needs.

3. Select Your Clients
This section allows members to categorize their clients (if they want) in order to send different cards to different groups.  Once they have uploaded (or entered) their clients, they can type a category name (ie, 1040 estimate reminders) into the box and then check the box with the corresponding letter next to each applicable client.

Calculate Mailing Cost:  The member must press this button to calculate the cost of the mailing for the credit card charge.  At this time, please use the following for the cost calculation:

1-99 cards $1.50
100-199 cards $1.25
200-499 cards $1.00
500-999 cards $0.85
1,000-1,999 cards $0.75
2,000+ cards $0.65

Confirm Mailing:  This button confirms the mailing and brings up the member's credit card payment page.  We have confirmed with our credit card processor that once a member enters their credit card information, they can be given an option to save the card info so that they do not have to enter it again.  Once the credit card payment has been approved on the "payment" page, the pdf's for the front and back of the card are sent to the "management" page for printing.

Client List
This is where members can either type in a few clients to send estimate reminders to or upload their entire client list for categorization.  The buttons at the top of each column should allow the member to sort by that column which will allow them to see all of their "A" clients, "B" clients, etc. at the top.

Add More Clients:  This button will allow the member to add 10 more empty lines for additional client entry.
Upload/Merge Client File:  This button should allow the member to upload their client file in ascii, comma delimited or excel format.  The merge process will need to preserve all prior client categorizations.  Also - general database question:  Is there some way to identify new clients after a file merge so that members can easily categorize them?