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Guide to client management page

Filter categories list

If your firm has too many clients to manually traverse, filters can help narrow down the clients available in
Client Management
. With filters, you can tailor the displayed clients based on specifics of their client records (first name, mobile number, client ID). A list of filter categories available in
Client Management
, along with a brief description of each of their functions, is provided.

Filters

Review the following list of filter categories that appear in
Client Management
:
Filter name
Description
Client Email
Filters clients by client's email address.
Client First Name
Filters clients by client's first name.
Client Last Name
Filters clients by client's last name.
Client Mobile Number
Filters clients by client's mobile phone number.
Followers
Filters clients by the firm users following them.
You can select multiple users from the list to show only clients that the selected users are following.
More information about filtering by followers.
Location Restrictions
Filters clients by the Office Location restrictions placed on their account.
Select
Yes
 to view clients with Office Location restrictions.
Select
No
 to view clients with no Office Location restrictions.
More information on Office Location restrictions.
Office Location
Filters clients by client's Office Location. Select the Office Location from the list available to display clients assigned to that location.
Owner
Filters clients by the client's owner. Select the Owner from the list available to display clients of that owner.
SP Client ID
Filters clients by client's SP Client ID.
Spouse Email
If applicable, you can filter clients by their spouse's email address saved in their records.
Spouse First Name
If applicable, you can filter clients by their spouse's first name saved in their records.
Spouse Last Name
If applicable, you can filter clients by their spouse's last name saved in their records.
Tax Client ID
Filters clients by client's Tax Client ID.
Tax Software
Filters clients by client's tax application. Select the proper tax application from the list available.
Tax Software Account #
Filters clients by client's tax application account number.
Tax Software Version
Filters clients by client's version of the tax application.

Filter by status

You can also expand the available filters if you go to the
Status
 option in the
FILTER CATEGORIES
. From here, you can display your firm's clients based on
LETTER STATUS
 or their
STATUS
 in
Client Management
.
Status filters
Filter name
Description
Connection Status
Filter clients based on their connection status displayed in
Client Management
. Select a status from the list available to display only clients of that status.
Create Custom DRL Status
Filter clients based on the status of their custom DRL. Select a status from the list available to display only clients of that custom DRL status.
Questionnaire Status
Filter clients based on the status of their questionnaire. Select a status from the list available to display only clients of that Questionnaire status.
Send DRL Status
Filter clients based on the status of their DRL. Select a status from the list available to display only clients of that DRL status.
Letter status filters
You can also filter clients based on their status with one of your firm's Letters. Select a Letter from the list available under
LETTER STATUS
.
From here, select a status from the list available to display clients of that status in relation to the selected Letter.

This article applies to:

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

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