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Client Portal management

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The Client Portal section is used to manage and view information related to your taxpayers' Client Portal access status.

note

Access to the Client Portal section is available to all user types. You can only view records assigned to Office Locations you have permissions to view.

Open the Navigation Widget
.

Select SAFESEND ONE
.

Select Client Portal
.

Dashboard

Navigation

Select Portal Management
in the panel to view your client records.

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

Customize Columns
- Select/unselect the checkbox next to each column name to add/remove it from the report.

Export to Excel
- Export the client information to Excel.

Access
- Switch client access to the portal on or off.

Status
- View the client's current registration status.

Pending - The onboarding email hasn’t yet been sent to the client.

Invited - The onboarding email has been sent, but the client hasn’t registered.

Registered - Client has successfully registered for the portal.

Spouse Indicator
- A purple icon next to the client ID indicates the record is for a taxpayer and spouse.

Bulk Editing

One or more records can be edited at the same time using the Bulk Action Menu
.

Select the checkbox for the taxpayer's client ID to select one or more records OR

Select the checkbox for the client ID column to select all displayed records.

Select all records by using the Click Here
option.

Select the
Bulk Action Menu
to view the options available.

Select Delete
to delete all selected records.

Select Send Onboarding Email
to deliver a Client Portal Invitation email to all selected clients.

Select Enable Portal Access
to turn on the Client Portal for all selected clients.

Select Disable Portal Access
to turn off the Client Portal for all selected clients.

Action Menu

Records can also be edited individually.

Select Edit
to edit client details.

Select Delete
to delete the client record.

Select the Action
(...) menu to use additional options.

Select Client View
to access a current view of the client's portal.

Select Enable SMS OTP
to turn on or turn off access code delivery to the client's device.

Select Send Onboarding Email
to deliver a Client Portal Invitation email to the client.

Select Update Drop-Off Access
to turn on or turn off drop-off link uploads from the Client Portal.

Add Client

You can bulk import clients, or add them manually.

Add Client Manually

Select Add Client.

Enter Client Information
.

Apply Office Location
.

Select Married Filing Jointly
to add spouse information (if applicable).

Select Spouse to Sign First by Default
if you would like for the spouse to be sent returns first.

Enter Spouse Information
, if necessary.

Select Add Client
.

Edit Client

You can bulk edit clients, or edit them manually.

note

Editing a record in Client Portal Management doesn’t affect the data associated with any delivered item. Only the Client Portal Management record is updated. If the email address is updated, any items delivered to the old address are no longer available through the Client Portal.

Edit Client Manually

Select Edit
.

Edit any necessary Client Information
.

Select Update.

Client Instructions

note

Only System administrators have access to the Settings
section.

Whichever message is marked as the Default is sent to all clients. These templates can't be selected on a per-client basis.

You can customize the Onboarding Email clients receive when they are invited to register for the Client Portal. Default messaging is provided. You can use the default provided or add your own at any time.

Use our Settings: Client Instructions article for more detailed information.

Select Settings
.

Open Client Instructions
.

Select Edit
to edit the selected message or use Add
to create a new template

This article applies to:

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Subject: Clients
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Client Portal management

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