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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

Account management: Client management

Manage and view client information, including adding, editing, deleting, importing, exporting, and office location updates.
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The Client Management section is used to manage and view client information across the Returns, Extensions, Signatures, Organizers, Gather, and Exchange modules.
note
Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    . A new tab opens.
  3. Select
    Client Management
    .
Dashboard
Filter and Editing Options
  1. Search Bar
     - Search for clients by Client ID, ERO, Name, SSN/EIN, or email address.
  2. Edit Office Location
     (Bulk Editing Option) - Edit the assigned office location for the selected client.
  3. Delete
     (Bulk Editing Option) - Delete the selected client from
    Client Management
    .
  4. Office Location Filter
     - Choose which office location clients to display.
  5. Download Template
     - Choose which template to download when using option G to import client information.
  6. Customize Columns
     - Mark or clear the checkbox next to each column name to add or remove it from the report.
  7. Import CSV
     - Upload the completed template.
  8. Export to Excel
     - Export the client information to Excel.
  9. Add Client
     - Add client information manually.
  10. Select
     - Select one or more clients to use the Bulk Editing Options.
  11. Click Here
     - Select all client records to use the Bulk Editing Options.
  12. Edit
     - Edit client information.
  13. Delete
     - Delete client from
    Client Management
    .
note
The delete option deletes the client completely from our database, so their email address no longer populates automatically.
Add Client
Add Client Manually
note
Any information added or edited in the Client Management section only applies to newly uploaded items.
  1. Select
    Add Client
    .
  2. Enter
    Client Information
    .
  3. Switch
    SMS Text Notification
     to
    On
     to let clients receive text notifications for signing reminders.
    note
    • This setting must be turned on in the
      Product Settings
       to be available.
    • If turned on, this automatically turns the setting on for returns In-process.
  4. Apply
    Office Location
     (Required).
    • This automatically adds the office location for Returns, Organizers, and Signature documents during processing for matching Client IDs.
  5. Select
    Married Filing Jointly
     to add spouse information.
    • Select
      Spouse to Sign First by Default
       if you would like for the spouse to be sent the return first for all following years.
  6. Enter
    Spouse Information
    .
  7. Select
    Add Client
    .
Add Client During Processing
When sending a return to a client who is not already in Client Management, users are asked if they would like to add the client to
Client Management
. Process a return as you normally would, then follow the remaining steps.
  1. Select
    Finish
    .
  2. Verify
    New Client Information
    .
  3. Select
    Yes, Add It
     or
    No, Do Not Add It
    .
Add Client in the Delivered Returns Report
When a user edits client information for a delivered return, they receive a prompt to update this information in Client Management.
  1. Go to your
    Delivered Returns
    .
  2. Select
    Edit
     in the Actions column.
  3. Verify client information.
  4. Select
    Yes, Add it
     or
    No, Do Not Add It
    .
Edit Client
Edit Client Manually
  1. Select
    Edit
    .
  2. Edit
    Client Information
    .
  3. Select
    Update
    .
Edit in Delivered Returns Report
  1. Go to your
    Delivered Returns
    .
  2. Select
    Edit
     in the Actions column.
  3. Select
    Save
    .
  4. Confirm if you would like to redeliver the return. Select
    Yes
     or
    No
    .
  5. Verify new client information.
  6. Select
    Yes, Update
     or
    No, Do Not Update
    .
Product Settings
note
Only System Admins have access to the
Product Settings
 section.
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
Use the following options to manage how clients are added to Client Management.
  1. Add
     - All new client records are added without manual approval.
    note
    If the data conflicts with Client Management, the pop-up still appears.
  2. Ignore
     - No pop-up appears for new client records.
    note
    • If the data conflicts with Client Management, the pop-up still appears.
    • If no clients are added to Client Management, this option essentially turns off the feature.
  3. Confirm
     - A pop-up opens for all new client records and any existing records where the data conflicts with Client Management.

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