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Guide to client management page

Notifications

You will see toast notifications to inform you about current progress, completed tasks, alerts, etc.

Toast notification overview

A toast notification appears on the lower left side when you or another customer perform a certain action on the
Client Management
 screen.
You may also see a notification appear for a previously completed task when you select the tax year it was initiated in and the task that was assigned.
To clear the toast notification, select the
x
 on the top right of the notification. Once a notification has been cleared, it won’t appear again for any customer in the firm.
If a task has been added to a queue, you can select the
REFRESH
 icon to update the notification with the current progress.
If there are other '
Send to All
' operations in progress for our system, your task will be placed in a queue. Your queue number shows you your current place in the queue.
You will see the current progress after the task initiates.

Notification colors

Toast example
Toast meaning
Information (Blue notification)
Shows helpful information
(for example, How many clients have been processed in the queue)
Successful (Green notification)
Appears when a task has been completed successfully.
Warning (Red notification)
Appears when an error has occurred. Read the notification to see how you can resolve the issue.

Send Questionnaire to All

Send Questionnaire to All
 notification appears when a questionnaire has been sent to all clients by you or another person from the firm. The blue toast notification indicates that sending the questionnaire is in a queue.
You will see an updated toast notification once all the questionnaires have been sent.

Send Letters to All

Send Letter to All
 notification appears when a letter has been sent to all eligible clients with the
Not Sent
 status.
The blue toast notification indicates that sending letters is in a queue.
You will see an updated toast notification once all the letters have been sent.

Send Invite to All

Send Invite to All
 notification appears when the Invite has been sent to all eligible clients. The invite will only be sent to clients with the status
Not Invited
 or
Not Connected
.

Send Reminder to All

Send Reminder to All
 notification appears when the Reminder has been sent to all eligible clients. The invite will only be sent to clients with the status
Not Enrolled
 or
Not Connected
.
The blue toast notification indicates that sending reminders is in a queue.
You will see an updated toast notification once all the reminders have been sent.

Create DRL for All

Create DRL for All
 notification appears when you or another person from the firm initiates the process of creating a custom DRL for all eligible clients.
When the queue begins, you will see the number of clients that have been processed out of the total.
You will receive a success notification once the DRL has been created for all eligible clients.

Send DRL to All

Send DRL to All
 notification appears when you or another person from the firm begin the process of sending DRL for all eligible clients.
When the queue begins, you will see the number of clients that have been processed out of the total.
You will see an updated toast notification once all the DRLs have been sent.

Delete All

Delete All
 notification appears when all eligible clients are deleted at once by you or another person from the firm. The blue toast notification indicates that sending the questionnaire is in the queue.
Delete All
 only deletes clients who are not
Connected
,
Offline
, or
Duplicate
.
The blue toast notification indicates that
Delete All
 clients feature has been added to a queue.
When the queue begins, you will see the number of clients that have been processed out of the total.
You will see an updated toast notification once all the letters have been sent.

Limited Access

On the
Client Management
 screen, you will see a
Limited Access
 notification if you don’t have permission to view clients without 7216 Consent. You will only see clients that have given 7216 Consent.
The red toast notification indicates you are restricted from accessing the Client Profile due to the following reasons:
  • 7216 feature is
    enabled
     by your firm.
  • You are assigned to a user group that requires 7216 consent.
Due to your permissions, you won’t be able to see taxpayers for which 7216 consent hasn’t yet been received.
Possible solutions:
  • After receiving 7216 consent, an existing Owner, assigned member, or Firm System Administrator can update the Client Profile to indicate the consent has been received.
  • Your Firm System Administrator can update user group permissions or remove you from a group with 7216 restrictions.

TaxCaddy Gather & Deliver

You may encounter error notifications when trying to complete tasks in TaxCaddy. This could be because TaxCaddy charges Gather and Deliver units to perform actions. Be sure to have these Gather and Deliver units added to your account before starting your work in TaxCaddy.
This notification indicates that you don’t have enough units for an action that consumes one TaxCaddy Gather unit.
Your firm used all the remaining TaxCaddy Gather units. Please purchase additional units to avoid disruptions.
This notification indicates that you don’t have enough units for an action that consumes multiple TaxCaddy Gather units.
Due to limited Gather units available in your firm's account, TaxCaddy was not able to perform this operation for 1 or more requested clients. Purchase additional units before retrying with the remaining clients.
Both of these error notifications can be resolved by purchasing additional TaxCaddy Gather and Deliver units. Please contact your SurePrep Sales representative to purchase more units.

Update followers

When updating a client's followers in
Client Management
, you'll notice toast notifications appear at the bottom of your screen to indicate that TaxCaddy is processing your updates.
When the queue begins, you will see your position in the queue to provide you will up-to-date information on when your request will be processed.
Due to access restrictions placed on a client's account, some firm users won’t be able to follow the clients you specify in
Client Management
. When this happens, you will be able to 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.
Unable to add one or more users as followers for ___ of ___ clients. If the failed users are not restricted, request them to log into TaxCaddy and try again.
Once your updates have been successfully completed, you'll see a notification appear indicating so.

This article applies to:

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

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