Edit followers

As a tax professional, following clients helps you track clients' progress over time and receive notifications based on the various actions completed by your client. Following a client also adds the client to your Overview screen where you can see the list of clients you are currently following. By default, users assigned as
Owners
are automatically assigned as followers. Individual users at the firm can also follow a client by accessing a client's profile.
Followers lets you see an up-to-date list of all the users following a client.
Edit Followers
lets you bulk manage followers by adding or removing them.

Edit followers

  1. Select
    Administrative
    , then
    Client Management
    .
    Select Administrative, then CLIENT MANAGEMENT.
  2. Select
    MANAGE CLIENTS
    .
    Select the MANAGE CLIENTS menu in Client Management.
  3. Select
    Edit Followers
    .
    Select Edit Followers from the MANAGE CLIENTS menu.
  4. The status column shows which clients are eligible to edit.
    ELIGIBLE TO EDIT status in the CLIENT MANAGEMENT screen.
  5. You can select the client whose follower list you want to edit or you can select multiple clients to make the same changes at once.
    If you are editing all of your firm's clients in bulk, make sure your firm's
    Manage Bulk Action
    settings in FileRoom are updated.
    Select the clients you would like to edit.
  6. After you select the clients, a selection bar slides up from the bottom of the page. Select
    EDIT FOLLOWERS
    to edit the selected clients. Select
    DESELECT ALL
    to cancel and clear all selected clients.
    Select EDIT FOLLOWERS from the bottom menu.
  7. In the
    Edit Followers
    window, select the tax professionals at your firm that you want to follow or unfollow for the selected client.
    Edit Followers window.
  8. Select
    ADD
    for this user to follow the selected clients.
    Select
    REMOVE
    for this user to unfollow the selected client.
    Select ADD or REMOVE for the associated tax professional.
  9. Make any necessary edits to the selected client's followers. You can make multiple edits to a client's follower list before saving any updates. Changes are reflected in the
    Add as Followers
    and
    Remove as Followers
    areas.
    Added and removed tax professionals.
  10. Select
    SAVE
    to keep your changes.
    Select SAVE.
Additional Tasks
  • To move the bulk of your firm's users to unfollow clients use the
    Remove as Followers
    section. Select
    REMOVE ALL
    of the Users panel.
    Select REMOVE ALL.
  • All users listed under the Users panel will be added to the
    Remove as Followers
    panel.
    Remove as Followers panel.
  • You can also select
    CLEAR ALL
    to reset the
    Add as Followers
    and
    Remove as Followers
    panels and restart making your edits.
    Select CLEAR ALL.
  • You can also remove some but not all users in a panel. Select the
    X
    to their name.
    Select the X icon to remove a listed user.

View followers

  1. Select the
    Menu
    icon on a client tile, then select
    Followers
    .
    Select Followers from the client menu.
  2. Once you've reviewed the information, select
    DONE
    to close and return to Client Management.
    Select DONE.
When exporting an Excel sheet of your clients' information, the
Followers
column returns the email address of each listed client's followers.

Filter clients by followers

You can filter clients displayed in Client Management based on who in your firm is following the client. Example: You can use the
Followers
filter to see all the clients Paul Preparer is following.
  1. Select the
    Followers
    filter from the
    ADD FILTER CATEGORIES
    dropdown.
    Select the Followers filter from the Filters menu.
  2. Select a listed user to only display clients that they are following. You can enter a specific user's name into the
    SEARCH
    bar to save time.
    Search for a firm user through the filter.
    Select
    None
    to show clients who don’t have any followers.
    Select the None checkbox.
  3. You can point to the blue
    Followers
    checkbox to see a complete list of the users you've selected.
    List of the firm users selected for the filter.
  4. Select the
    Arrow
    to open the selection dropdown to add or remove users from your filter.
    Select the Arrow icon to open the selection drop-down.
    You can select the
    X
    to remove the filter.
    Select the x icon to remove the filter.

Followers restrictions

Due to access restrictions, some users won’t be able to follow the clients you specify in Client Management. You will see the following message:
Unable to add one or more users as followers for ___ of ___ clients. If the failed users are not restricted, please request them to log into TaxCaddy and then try again.
Notification that some of the clients could not be updated.
When this happens, you can see which clients were unsuccessfully added as followers by viewing their list of followers. You can review your firm's access restrictions and try again.
Access Restriction type
Description
7216 Consent
Not having 7216 Consent to access binders or TaxCaddy client profile.
Assigned Members
Not being an Owner or an Assigned Member.
Office Location
Not having access to clients from a different office location.

Statuses

The Edit Followers
Status
determines whether you are able to edit a client's followers or not.
Edit Followers Status
What can I do?
Description
Eligible to Edit
Begin editing their followers
You can select this client and begin editing their follower list.
Not Eligible
Nothing
You can't edit this client's followers because they are no longer connected to your firm or have connected with another firm.
Incomplete Edit
Review your firm's access restrictions and try again once they've been updated
A user you tried to add was unable to follow your client due to your firm's access restrictions. Update these restrictions before the selected user can follow this client.

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