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Reviewer Dashboard

Search in Reviewer Dashboard

Reviewer Dashboard's search feature lets you search clients in FileRoom and TaxCaddy. You can search for clients with the following attributes:
  • Client's first name
  • Client's last name
  • Binder ID
  • Tax Client ID
  • Custom fields created by the firm (e.g., 'Project ID')
Follow these steps to search for a client in the Reviewer Dashboard:
When you log into Reviewer Dashboard, the client list will appear automatically. Here you can select the tax year and search for your client by name, ID, status.
If you don't see the client list, select the
Client List
 icon.
Select the applicable tax year.
In the search field, you can search for clients with the following attributes:
  • Client's first name
  • Client's last name
  • Binder ID
  • Tax Client ID
  • Custom fields created by the firm (e.g., 'Project ID')
Select a client's record to review the client's checklist.

This article applies to:

  • PRODUCT: SurePrep
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