eTapestry Enablement Webinars for Tax Documents from Customer Success 8817

eTapestry Enablement Webinars for Tax Documents from Customer Success

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It's tax time and we know most of our eTapestry users need a little bit of help or a refresher on how to do so. Customer Success Manager and eTapestry expert, Geoff Arbuckle, has some webinars and resources to help!

Hello fellow eTappers and Happy New Year!

eTapestry expert and Customer Success Manager Geoff Arbuckle here. I wanted to make sure everyone knows that we have some webinars this month for the folks who are working on tax documents as we get into the swing of things for 2023. So, let's make sure you get some resources and the links to access the webinars I had planned for this month.

For my friends in Canada, Tax Receipts are incredibly important. If you go to our Customer Enablement Webinar Registration page for Canada, you will find the sessions scheduled currently for Tuesday, January 10 at 2pm ET and Thursday, January 12 at 11am ET. If you want some additional receipt resources, check out the links below:
Help Document: Generate and Send eReceipts
Communication Templates in eTapestry
Generating Documents in eTapestry
Tax Receipts in eTapestry


Now, for the United States and Europe, we have a couple sessions for general tax documents. You can find these sessions by going to the Customer Enablement Webinar Registration page where you will find sessions available on Wednesday, January 11 at 2pm ET and Wednesday, January 18 at 11am ET/4pm GMT. Naturally, you can also use these following links to assist you with creating your tax documents as well.
Communication Templates in eTapestry
Generating Documents in eTapestry


REMEMBER! If you missed a date for one of these sessions, you can still click on a past session and register, and that will provide access to that session's recording so you can still watch the session.

Hopefully this will assist everyone out there working hard on those tax documents. I look forward to seeing everyone at a session soon. Next month, we will be looking at some features that will assist you in your day-to-day to be more efficient and some analytical reports you can run and create to help you get a better handle on your fundraising throughout this new year.

Until next time, Geoff signing out!

News Blackbaud eTapestry® Blog 01/10/2023 2:02pm EST

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