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How to Set Up SendGrid for Customizing Your Email Address in CloudTax EFILE
How to Set Up SendGrid for Customizing Your Email Address in CloudTax EFILE

Want to personalize the email address clients see when receiving messages from your CloudTax EFILE account? By integrating SendGrid, you can improve email deliverability, enhance branding, and increase trust.

Arani Tharmalingam avatar
Written by Arani Tharmalingam
Updated over 2 months ago

If you're using CloudTax EFILE and want to customize the email address that clients see when receiving communications, you can do so by integrating SendGrid with your EFILE Portal.

This is an optional step—your EFILE software will still function without it—but it allows you to personalize outbound emails and create a more professional experience for your clients.

Step 1: Create a Free SendGrid Account

Head over to SendGrid and sign up for a free account.

Step 2: Verify Your TO and FROM Email Addresses

Once you're in your SendGrid Dashboard, navigate to Sender Management (as shown in the image below) and verify both your TO and FROM email addresses. This step ensures that your emails are authenticated and won’t end up in spam folders.

See example image below:

Step 3: Copy Your SMTP API Key

After verifying your email addresses, go to Settings > API Keys, then create and copy your SMTP API Key.

Step 4: Add Your SendGrid API Key to CloudTax EFILE

  1. Login to your EFILE Portal

  2. Navigate to Menu > Settings Email

  3. Paste your SendGrid API key in the designated field

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