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View client profiles

Summary Panel

The Summary Panel shows you an overview of client information. The Summary Panel shows the taxpayer's name, ID, photo, the selected tax year, the number of unread messages from the client, number of requested items provided by the client, total number of documents uploaded to the client’s account, and the current status of the questionnaire. 

Tax Year

Client Profile is organized according to each tax year. Tax Year is displayed on the left of the Summary Panel. Select the
TAX YEAR
 dropdown and choose another year to switch the Client Profile to that tax year. 

Client Information

Taxpayer's name, phase, status, and photo appear next to the tax year. The client's photo will be replaced with their initials if they haven't uploaded a photo to their profile.
A client's account and tax return information can be viewed using the More Information feature next to their name. Select
More Information
 to view the associated client's account information and information regarding the currently selected tax return.
You can select
Follow
 to follow/add the client to your
Overview
 screen. If there are no access restrictions (i.e. 7216 restricted, office location, etc.) then you can follow a client without being an owner or an assigned member.
You can view a client's connection status on their client profile. This status will reflect the one displayed in
Client Management
 (for example,
Connected
,
Not Invited
, or
Not Enrolled
), saving the time it would take to locate it there.
Phase
Each phase below the taxpayer's name represents the current stage of tax preparation. You can also use Views on the
Overview
 screen for an in-depth look.
  • Gather Tax Docs
     - Default starting phase.
  • Provide Info
     - Triggers if any review, sign, or questionnaire requests are sent.
  • Review and File
     - Triggers if a tax return is uploaded.

Brief Overview

On the upper right side of the Summary Panel, there's a quick overview of the client's current status, including smart links, unread messages, requested items, documents uploaded, and questionnaires completed.
On a smaller screen, you can select the menu icon to expand or collapse the client's details.
Done Uploading and New Documents Uploaded
A
Done Uploading
 icon will show when the client or their tax professional has indicated that they're done uploading all requested documents.
The text will change to
NEW DOCUMENTS UPLOADED
 if you've updated a client's status to
New Documents Uploaded
 from their profile, or if a new document is uploaded after the client has marked
Done Uploading
.
Smart Links
Connected Smart Link
 shows the number of financial institutions the client has connected with Smart Links.
A broken
Smart Links
 icon will show if a Smart Link isn't properly linked.
Unread Messages
Shows the number of unread messages sent to you by the client
Requested Items
Shows the number of requested documents that have been uploaded by the client out of the total requested.
Documents Uploaded
Shows the total number of documents that have been uploaded.
Questionnaire Completed
Shows the client's progress in completing the questionnaire.

Offline & Duplicate Client

OFFLINE ACCOUNT
 will show on the upper left corner if the Client Profile belongs to an offline client.
Similarly,
DUPLICATE
will show on the upper left corner if the Client Profile belongs to a duplicate client.

More Actions

On the upper right corner, you can select
MORE ACTIONS
 to manage your client's Smart Links, assign members, and 7216 Consent settings.
Action
Description
Manage Smart Links
TaxCaddy can automatically retrieve your client's tax documents from their respective financial institutions and service providers. You can select
Manage Smart Links
 to view, add, and manage your client's Smart Links.
Member Engagement Team
Allows you to assign additional members to clients while restricting access to client profiles to only those team members assigned to the client.
7216 Consent
Allows you to set 7216 Consent if the client has given consent.
7216 Consent
 option is only available if your firm has enabled 7216 restrictions.
Add Form 1041
Allows you to create a separate 1041 tax return profile. You and your client can upload 1041 trust documents. You can then create 1041 binders directly from TaxCaddy.
Edit Existing 1041
Allows you to edit an existing 1041 tax return profile details (for example, Trust name, tax software information). This option appears if you have an existing 1041 tax return profile.

This article applies to:

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

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