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This article applies to:

  • Product: safesend
  • Subject: Clients
  • Audiences: Staff

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.
  1. Open the
    Navigation Widget
    .
  2. Select
    SAFESEND ONE
    .
  3. Select
    Client Portal
    .
Dashboard
Navigation
  1. Select
    Portal Management
     in the panel to view your client records.
  2. Search Bar
    - Search for clients by client ID, Name, SSN/EIN, or email address.
  3. Customize Columns
    - Select/unselect the checkbox next to each column name to add/remove it from the report.
  4. Export to Excel
    - Export the client information to Excel.
  5. Access
     - Switch client access to the portal on or off.
  6. 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.
  7. 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
.
  1. Select the checkbox for the taxpayer's client ID to select one or more records OR
  2. Select the checkbox for the client ID column to select all displayed records.
  3. Select all records by using the
    Click Here
     option.
  4. Select the
    Bulk Action Menu
     to view the options available.
  5. Select
    Delete
     to delete all selected records.
  6. Select
    Send Onboarding Email
     to deliver a Client Portal Invitation email to all selected clients.
  7. Select
    Enable Portal Access
     to turn on the Client Portal for all selected clients.
  8. Select
    Disable Portal Access
     to turn off the Client Portal for all selected clients.
Action Menu
Records can also be edited individually.
  1. Select
    Edit
     to edit client details.
  2. Select
    Delete
     to delete the client record.
  3. Select the
    Action
     (...) menu to use additional options.
  4. Select
    Client View
     to access a current view of the client's portal.
  5. Select
    Enable SMS OTP
     to turn on or turn off access code delivery to the client's device.
  6. Select
    Send Onboarding Email
     to deliver a Client Portal Invitation email to the client.
  7. 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
  1. Select
    Add Client.
  2. Enter
    Client Information
    .
  3. Apply
    Office Location
    .
  4. 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.
  5. Enter
    Spouse Information
    , if necessary.
  6. 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
  1. Select
    Edit
    .
  2. Edit any necessary
    Client Information
    .
  3. 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.
  1. Select
    Settings
    .
  2. Open
    Client Instructions
    .
  3. Select
    Edit
     to edit the selected message or use
    Add
     to create a new template

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