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Guide to client management page

Export clients to Excel from Client Management

Access client information offline by exporting your firm's entire client list to an Excel file. From
CLIENT MANAGEMENT
, you can compile a complete list of your firm's client base to an Excel sheet and download it to your workstation at any time. Exporting client information from
CLIENT MANAGEMENT
 lets you export client's personal information like name, email address, phone number, tax software information, etc.
note
To export information related to a client's profile status (for example, Questionnaire, Signatures, Binder, Documents Uploaded, etc.), use the
Export to Excel
 feature from the
Overview
 screen.
Follow these steps to export clients from TaxCaddy to Excel:
  1. Go to
    Administrative
     >
    CLIENT MANAGEMENT
    .
    Select Administrative then Client Management.
  2. From
    MANAGE CLIENTS
    , select the letter, template, or DRL to export information for. The
    Status
     column will export information according to the item you are currently managing.
    Expand the Manage Clients menu.
    Example
    : If you select Questionnaire, the Export file will have the Status information related to the Questionnaire status. Similarly, if you select TaxCaddy Invitation, then the Status column will display information related to client invite status.
  3. Optionally, you can narrow down results by using filters and/or search. For example, if you only want to export clients from a specific Office Location or Owner then you can set a filter for that column.
    Refine using Search or Filters.
    note
    When you use Search to filter before exporting, the file is named after the search parameter.
  4. Select the
    Export Client Reports to Excel
     Export Client Reports to Excel icon. icon.
    Select the Export Client Reports to Excel icon.
  5. Once the
    Export Client Reports To Excel
    window appears, select one of the following options from the
    REPORT TYPE
     dropdown:
    Client Information...
    Description
    All Columns
    Exports client records with all columns even if they are not actively visible on screen.
    Active Columns Only
    Only exports client records with columns that are currently visible on the screen.
    Export Client Reports to Excel window
  6. After you've made your
    REPORT TYPE
     selection, select
    GENERATE REPORT
     for TaxCaddy to begin generating your filing report.
    Select Generate Report.
  7. TaxCaddy will begin generating your Excel file. You can select
    CHECK BACK LATER
     to close the
    Export Clients
     window and return once your file has been created.
    note
    Wait for TaxCaddy to finish generating the current file before you can begin generating another one. Keep in mind that generating a new Excel file before downloading the current one will replace the current one.
    Generating the Excel file.
  8. Once your Excel file has been generated, you will notice a red badge next to the
    Export to Excel
     Export to Excel icon icon. Select the icon to reopen the
    Export Clients
     window.
    Select the Export Clients icon after the file is generated.
    You will also see a notification appear at the bottom of your screen indicating that your file is ready.
    Successful notification
    Additionally, TaxCaddy will send you an email notifying you that your Excel file is ready for download. To receive this notification, make sure to enable the
    All Notifications
     option when configuring your email settings.
  9. Select
    Download file
    to download your Excel file. Note that the generated Excel file will only appear for you, the customer who generated it. Other customers in your firm need to generate and download their own version of the client list.
    Select Download file.
  10. The Excel file will be downloaded. All client records are included in the export and include the status information for the letter, template, or DRL selected when the export was performed.
    If your firm has previously enabled and saved at least one record to a custom field, the custom field (for example "Project ID", "Firm ID", etc.) will appear on your Excel file.
note
The Excel file won’t show fields with leading/trailing zeros. However, there is an alternative to save the document with leading/trailing zeros.

This article applies to:

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

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