Letters Merge is a ChangeGPS app that enables accounting professionals to create professional client correspondence quickly using templates and merge fields. The app combines a rich text editor with over 86 merge fields drawn from client and practice data, AI-powered content suggestions via Access Co-Pilot, optional content blocks, and FuseSign integration for digital signatures. Letters are auto-saved as drafts and can be exported as PDF, downloaded as Word, or emailed directly to the client from within the app.
Letters Merge is available in Australia.
What Letters Merge does
Letters Merge creates personalised client letters by merging practice and client data into templates, replacing merge fields with real names, addresses, dates, and figures automatically.
The app provides a library of letter templates covering common correspondence types, with a search function and recent templates list for quick access.
AI-powered content suggestions via Access Co-Pilot help you draft or refine letter content from a plain-language prompt, reducing the time spent writing from scratch.
The rich text editor supports optional content blocks — sections of the letter that can be toggled on or off depending on the client's circumstances.
Letters Merge validates that all merge fields have been resolved before export, flagging any fields where data is missing.
Completed letters can be sent for digital signature via FuseSign, emailed directly to the client, exported as PDF, or downloaded as Word.
Who should use Letters Merge
Letters Merge is designed for accountants and practice staff who create regular client correspondence — including engagement letters, tax advice cover letters, year-end review letters, fee proposals, and compliance notices. It is useful for any practice that wants to standardise their letter format, reduce manual drafting time, and ensure client information is populated accurately from existing data.
Key features
86+ merge fields — Client name, address, entity details, tax file numbers, ABN, financial year, dates, and practice details are all available as merge fields that populate automatically from the client record.
Template library — A searchable library of pre-built letter templates, with a recent templates list for quick access to the templates you use most.
AI content generation (Access Co-Pilot) — Enter a plain-language prompt and Access Co-Pilot generates a draft letter or refines existing content to match your requirements.
Rich text editor — A full-featured editor supporting headings, paragraphs, bold, italic, lists, and tables. Merge fields are inserted directly into the editor at the cursor position.
Optional content blocks — Sections of the letter that can be included or excluded based on the client's circumstances. Toggle blocks on or off before finalising.
Merge field validation — The app checks that all merge fields in the letter have been resolved. Any fields where data is missing are flagged before export so nothing is accidentally left as
{{field}}in the final document.Auto-save — The letter draft is auto-saved every 30 seconds, so no work is lost if you navigate away.
FuseSign integration — Send the completed letter for digital signature via FuseSign directly from within the app.
CIM client import — Import client and contact details from CIM to pre-fill Step 1.
How Letters Merge fits into ChangeGPS
Letters Merge is a standalone correspondence tool that can be used alongside any ChangeGPS advisory app. Common use cases include:
Tax Plan — A cover letter to accompany the Tax Plan advice report, explaining the recommended strategy in plain language.
Division 7A — A client letter summarising the loan elimination strategy and the action items required before 30 June.
Action Meeting — A follow-up letter summarising the agreed actions from a client meeting.
Getting started
Navigate to Letters Merge from the ChangeGPS dashboard and select New Letter.
In Step 1 — Client & Contact, enter or import the client and contact details.
In Step 2 — Template Select, choose a template from the library or generate content using Access Co-Pilot.
In Step 3 — Content Edit, edit the letter content, insert merge fields, and toggle optional blocks.
In Step 4 — Preview & Send, preview, sign, email, or export the completed letter.
Need help?
If you have questions about Letters Merge, reach out to our support team through the chat widget or contact your account manager.