This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

Message your clients

The Messages
tab on each client profile contains message threads between you (or others from your firm) and the client. You can create new threads on the Messages tab, or associate message threads with specific documents by sending a message from the message panel next to the Document Viewer.

note

Your clients receive email notifications when you message them in TaxCaddy.

Follow these steps to message a client from the Messages
tab on a client profile:

Sign in to TaxCaddy and go to the client's profile by selecting a client tile on the

Overview

screen.

Select Messages
.

Select the tax year.

On the Message Threads
panel, you can access an existing thread or create a new thread. To create a new message thread, select New Message

.

If your client has messaged you regarding a matter from a different tax year, you will see a message in the Message Threads
panel alerting you of this. Select VIEW TAX YEAR [Tax Year]
to review these unread messages.

Enter your message into the field and select SEND
. The client is notified that they have a new message from you.

Messages sent from the Document Viewer panel show the document name and icon on the message thread. You can select the document PDF icon

icon to view the document in the Document Viewer panel.

Select the document in the Message thread

What your clients see in Messages

All your client’s threads are visible in the Message Threads
panel, with a red badge indicating the number of unread messages in each thread. They can also create a new message thread here by selecting the New icon (green plus sign). When they open a thread or create a new thread, it appears in the center panel. More detailed information is available on the taxpayer-facing TaxCaddy Help Center.