This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy
Subject: Clients

Editability based on status

To keep your firm's client details up-to-date, TaxCaddy offers users the ability to update information saved to a client's record. When editing client records in Client Management
, a client's connection status in the Status
column will dictate which fields of their account can be edited by a user at your firm.

note

If you require that any of the non-editable fields found below be updated in the client's record, please request your client reach out to the TaxCaddy Support Team at taxcaddy.support@thomsonreuters.com

In the following table, you'll find TaxCaddy's available statuses and details regarding which information is editable when client profiles fall within each status.

Invite Status	First Name	Last Name	Email	Social Security Number	Mobile Phone Number
Not Invited	Yes	Yes	Yes	Yes	Yes
Connected	Yes	Yes	Yes	Yes	Yes
Enrolled	Yes	Yes	Yes	Yes	Yes
Not Enrolled	Yes	Yes	Yes	Yes	Yes
Duplicate	Yes	Yes	Yes	Yes	Yes
Not Connected	Yes	Yes	Yes	Yes	Yes
Offline	Yes	Yes	Yes	Yes	Yes
Missing Info	Yes	Yes	Yes	Yes	Yes