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Guide to client management page
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This article applies to:

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

Update a client owner

Follow these steps to update a client owner.
  1. Sign in to TaxCaddy.
  2. Go to
    Administrative
    , then select
    CLIENT MANAGEMENT
    .
    Go to Administrative, then select CLIENT MANAGEMENT
  3. To update an owner, select the
    Menu
     Menu icon icon then select
    Edit Client
    .
    Select Edit Client from the client's menu.
  4. On the
    Edit Client
     window, select
    OWNER
     and select the new owner from the dropdown menu.
    Select the new owner from the OWNER menu.
  5. Once you've made your choice, select
    SAVE
     to save your changes.
    Select SAVE after updating the client's owner.

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