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Setting up email notification preferences

Emails notification types sent based on settings

TaxCaddy offers different email notifications to keep you up to date on your client's account activity without having to manually log in. Email notifications can be categorized based on 
Tax Documents
,
Questionnaires
,
Tax Returns
, etc.
You may want to customize your email settings to only receive notifications for topics you're interested in. Tailor your notifications to your needs by reviewing which email notification settings belong to a category.
The emails found below belong to their associated categories that can be enabled/disabled within your
Email Notifications
 settings to customize your notification preferences.
Email Title
Description
Associated email category
Taxpayer has completed their Questionnaire
Your client has completed their questionnaire for the current tax year.
Questionnaire
Client sent message
Your client has sent you a message in TaxCaddy.
Messages
Client uploaded document
Your client has uploaded a document to the
Uploaded Documents
 section of their account.
Tax Documents
Client requested item doesn't apply/already provided
Your client has indicated that a requested item does not apply to them, or has already been provided.
Requested Items
Client signed letter
Your client has fulfilled a pending
Sign
 request.
Requested Items
Client reviewed letter
Your client has fulfilled a pending
Review
 request.
Requested Items
Requested Item's fillable form submitted for
 [Your Client]
Your client has completed filling out a requested fillable form.
Requested Items
Payment Voucher marked paid
Your client has marked a pending tax payment voucher as
Paid
 .
Tax Payments
Tax return uploaded for
[Your Client]
Another firm user has uploaded a
Tax Return
 to your client's account.
Tax Returns
Invoice has been paid
Your client has paid a pending invoice.
Invoices
Emails sent with settings disabled
Some emails from TaxCaddy contain important or time-sensitive information that demands a user's attention. When this information must be relayed, TaxCaddy will send the associated user an email to inform them, regardless of their email settings.
These emails include the following:
Email Title
Description
Received by Owner
Received by Followers/Assigned Members
Disconnection Notice
You have disconnected from this client.
Yes
Yes
Confirm
 [Your Client]
's account
Your client has created their TaxCaddy account but requires confirmation before you can share information.
Yes
Yes
TaxCaddy Account Deletion After 72 Hours
Your client has initiated the account deletion process and their account will be officially deleted after a 72-hour window.
Yes
Yes
TaxCaddy Account Deletion Canceled
Your client has canceled their account deletion by signing into their TaxCaddy account within the 72-hour period.
Yes
Yes
Tax Payment Voucher Mailed
Your client has fulfilled a tax payment using the Pay By Check feature.
Yes
Yes
Uploads Completed
Your client has indicated that they are done uploading documents for the selected tax year using the
Done Uploading
 feature.
Yes
Yes
Client accepted connection
Your client has accepted your connection request.
Yes
No
[Your Client]
changed their name
Your client has updated their name in their account settings.
Yes
No
[Your Client]
changed their email address
Your client has updated their email address in their account settings.
Yes
No

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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