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Adding new client

Disconnect from clients

  1. Select
    Administrative
     , then
    Client Management
    .
    Select Administrative, then CLIENT MANAGEMENT.
  2. To disconnect a client, select the
    Menu
     icon, then select
    Disconnect
    .
    Select Disconnect from the client's menu.
  3. On the
    Confirm Disconnect
     window, select
    Yes
    .
    Confirm Disconnect window.
  4. You will see a confirmation message that the client has been disconnected. The client's Invite Status will change to
    Not Connected
    . Your client will receive a disconnection email.
    Notification that the client has successfully been disconnected.
    Your client will receive a disconnection email.
    Disconnection Notice email notification.

What records will be retained in the client's account after disconnection?

There may come a time when a client must disconnect from one firm and connect to a new tax professional at another firm. When this happens, their account content will no longer be available to their former tax professional, and the potential new tax professional will have the following access:
Table of records retained after a client connects with a new tax professional.
Client profile content
Will your firm retain this information?
Will the client retain this information?
Will the newly connected firm retain this information?
Uploaded documents
No
Yes
Yes
Sign/Review/Upload requests
No
Yes
Yes
Questionnaire
No
No
No
Personal information
No
No
No
Tax return documents
No
Yes
Yes
Tax payments
No
Yes
Yes
Invoices
No
No
No
Message threads
No
Yes
No

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Clients

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