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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.

Select the Navigation Widget
.

Select Account Management
. A new tab opens.

Select Client Management
.

Dashboard

Filter and Editing Options

Search Bar
- Search for clients by Client ID, ERO, Name, SSN/EIN, or email address.

Edit Office Location
(Bulk Editing Option) - Edit the assigned office location for the selected client.

Delete
(Bulk Editing Option) - Delete the selected client from Client Management
.

Office Location Filter
- Choose which office location clients to display.

Download Template
- Choose which template to download when using option G to import client information.

Customize Columns
- Mark or clear the checkbox next to each column name to add or remove it from the report.

Import CSV
- Upload the completed template.

Export to Excel
- Export the client information to Excel.

Add Client
- Add client information manually.

Select
- Select one or more clients to use the Bulk Editing Options.

Click Here
- Select all client records to use the Bulk Editing Options.

Edit
- Edit client information.

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.

Select Add Client
.

Enter Client Information
.

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.

Apply Office Location
(Required).

This automatically adds the office location for Returns, Organizers, and Signature documents during processing for matching Client IDs.

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.

Enter Spouse Information
.

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.

Select Finish
.

Verify New Client Information
.

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.

Go to your Delivered Returns
.

Select Edit
in the Actions column.

Verify client information.

Select Yes, Add it
or No, Do Not Add It
.

Edit Client

Edit Client Manually

Select Edit
.

Edit Client Information
.

Select Update
.

Edit in Delivered Returns Report

Go to your Delivered Returns
.

Select Edit
in the Actions column.

Select Save
.

Confirm if you would like to redeliver the return. Select Yes
or No
.

Verify new client information.

Select Yes, Update
or No, Do Not Update
.

Product Settings

note

Only System Admins have access to the Product Settings
section.

Select the Navigation Widget
.

Select Product Settings
.

Use the following options to manage how clients are added to Client Management.

Add
- All new client records are added without manual approval.

note

If the data conflicts with Client Management, the pop-up still appears.

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.

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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Account management: Client management

This article applies to: