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Overview screen

Views (Overview screen only)

Views
 on the
Overview
 screen let you filter the clients you follow. A view will only show clients that match the currently selected view button, thereby eliminating the need to sift through the entire client list. In many instances Views alleviates the need to visit individual client profiles by presenting the pertinent data on the client tiles.
All Views icons in the Overview screen.

Predefined views

Each predefined view specializes in presenting client details through its columns. Each of the icons represents a unique predefined view:
  • Client List Client List icon
  • Unread Messages Messages icon
  • Questionnaire Questionnaire icon
  • Documents UploadedDocuments Uploaded icon
  • Reviewed DocumentsReviewed Documents icon
  • Signed DocumentsSigned Documents icon
  • Done UploadingDone Uploading icon
  • Binder Created
  • Tax Return UploadedTax Return Uploaded icon
  • Signed e-file AuthorizationSigned E-File Authorization icon
Each predefined view has its own unique set of information on the
Overview
 screen.
Client List
To see the list of clients you are currently following, click the
Client List
icon.
Select the Client List icon from Overview.
Clients with the most recent activity are listed first. Clients tiles are organized in the following columns:
  • Type
     - Shows account type (Standard, Offline, or Duplicate)
  • Client Name
     - Shows the client's name.
  • SP Client ID
     - Shows the client's ID.
  • Owner
     - Shows the name of the Tax Professional.
  • Location
     - Shows the Office location.
  • Done Uploading
     - Shows an icon that indicates the status of an uploaded document.
  • Binder Created
     - Shows an icon that indicates if the client has a binder.
  • Binder Status
     - Shows the current binder status.
  • Custom Field
     - Shows the client's ID for your firm's custom field.
  • Tax Return Uploaded
     - An icon indicates an uploaded tax return.
  • E-file Auth.
     - An icon indicates that a request to sign a tax document has been sent to the client.
  • Last Activity
     - Shows the last time there was an activity on the client profile.
Unread Messages
To only see clients with unread messages, click the
Unread Messages
 icon.
.
Select the Unread Messages icon from Overview.
The
Unread Messages
 column will display the number of unread messages for each client.
Unread Messages column in the Overview screen.
Questionnaire
To only see clients with a questionnaire, click the
Questionnaire
 icon
Select the Questionnaire icon from Overview.
The
Questionnaire
 view has 3 additional columns:
  • Questionnaire
     - Shows the progress on the client's questionnaire.
  • Documents Uploaded
     - Shows the number of tax documents uploaded for a client.
  • Requested Documents
     - Shows the number of document requests addressed out of the total requested.
Questionnaire column in the Overview screen.
Documents Uploaded
To only see clients with the document uploaded, click the
Documents Uploaded
 icon.
Select the Documents Uploaded icon from Overview.
Reviewed Documents
To only see clients that have reviewed a document, click the
Reviewed Document
 icon.
Select the Reviewed Documents icon from Overview.
The
Reviewed Documents
 column will display the number of documents reviewed by the client out of the total documents requested. To see details in the client profile, click the
Reviewed Documents
 icon.
Reviewed Documents column in the Overview screen.
Signed Documents
To only see clients that have signed a document, click the
Signed Document
icon.
Select the Signed Documents icon from Overview.
The
Signed Documents
 column will display the number of documents signed by the client out of the total documents requested. To see details in the client profile, click the
Signed Documents
 icon.
Signed Documents column in the Overview screen.
one Uploading
To only see clients who have or whose tax professionals have indicated that they're done uploading tax documents, click the
Done Uploading
 icon. The
Done Uploading
 view has the same three new columns as the Questionnaire view, with an additional
Date
column.
Select the Done Uploading icon from Overview.
The
Date
column will display the date when the client marked upload as complete.
Date column in the Overview screen.
An exclamation point in the
Done Uploading
 icon indicates the
New Documents Uploaded
 status, meaning that either their tax professional has selected this status in their profile, or they have uploaded a document after selecting
Done Uploading
.
Binder Created
Select
Binder Created
 to view clients with created binders. The
Binder
view has 2 columns,
Binder ID
 and
Documents in Binder
.
Select the Binder Created icon from Overview.
The
Binder ID
 column shows the ID for the created binder. The
Documents In Binder
 column shows how many documents have been selected to be in the binder.
Binder Created and Binder ID columns in Overview.
Tax Return Uploaded
To only see clients that have a Tax Return uploaded, click the
Tax Return Uploaded
 icon.
Select the Tax Return Uploaded icon from Overview.
To only see clients that have at least one e-file authorization request, select
Signed e-file Authorization
.
Each icon indicates a different status:
E-File Authorization
Client has one or more requested E-File signatures pending.
Icon that appears once the E-File authorization requires a manual signature. Manual signature required
Client has failed to fulfill their E-File authorization request.
Icon that appears once the E-File authorization has been signed. E-file authorization signed
Client has fulfilled all pending E-File signature requests.
E-File Authorization column in the Overview screen.
Filter
You can filter clients in each view by setting parameters on individual columns.
Filter bar available in the Overview screen.

Export to Excel

The
Export to Excel
 feature in the
Overview
 screen lets you export clients you are following on the Overview screen to an Excel file. The preset view you have currently selected can impact the exported client list when you export from the
Overview
 screen.
Select the Export to Excel icon from Overview.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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