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Adding new client

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
Not Invited icon
Yes
Yes
Yes
Yes
Yes
Connected
Connected icon
Yes
Yes
Yes
Yes
Yes
Enrolled
Enrolled icon
No
No
No
Yes
Yes
Not Enrolled
Not Enrolled icon
No
No
Yes
Yes
Yes
Duplicate
Duplicate icon
No
No
No
Yes
Yes
Not Connected
Not Connected icon
No
No
No
Yes
Yes
Offline
Offline icon
No
No
No
Yes
Yes
Missing Info
Missing Info icon
Yes
Yes
Yes
Yes
Yes

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Clients

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