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Manage client profiles

View client profiles

Each client added to your firm has a client profile. Viewing a client's profile connects you to your client's account and lets you manage and view their tax documents, questionnaires, tax returns, and tax payments.
Follow these steps to view Client Profiles:
  1. Sign in to TaxCaddy.
  2. If this is your 1st time viewing the
    Overview
     screen, select
    Search All Clients
    .
    Select Search All Clients from Overview.
  3. In the
    Search
     bar, you can search for a client by their First Name, Last Name, SP Client ID, Tax Client ID, Binder ID, Custom Field, Owner's Name, and Office Location. When you find a client, select the client tile to visit their profile.
    Search results in the Overview screen.
    Clients you are following or assigned to will appear in the
    Clients I'm Following
     tab.
    Client profiles appearing in the Overview screen.
Summary
When a client's profile opens, a summary of the client's activity is available at the top.
Summary panel in the client profile.
Client Confirmation
In some instances, a newly added client profile may need to be verified for authenticity before you and the logged-in user can see each other's requests and activities. On the
Client Confirmation
 window, your firm can decide how to use the user information.
Client Confirmation window in the client profile.
Navigate a client's profile
Go to your client's
Documents
,
Questionnaire
,
Messages
,
Tax Returns, Tax Payments
, and
Invoices
 sections using the navigation menu.
Navigation bar in the client profile.
Follow/Unfollow client
Follow or unfollow the client using the
FOLLOW/FOLLOWING
 button. Followed clients are on the
Clients I'm Following
 tab on the
Overview
 screen.
Select FOLLOWING in the client profile.
More Actions
The
MORE ACTIONS
 menu allows you to complete certain actions in your client's profile.
MORE ACTIONS menu in the client profile.
Menu option
Description
View Personal Information
View personal information that your client provided when they were completing the questionnaire.
Manage Smart Links
Add, remove, update, or fix the client's Smart Links using the
Manage Smart Links
 option.
Member Engagement Team
Add or remove members that can oversee the client profile. Only Owners and users with User Group, then Assign Members permissions can add or remove members.
7216 Consent
You will see have the
7216 Consent
 option if your firm turned on 7216 access restrictions for offshore users. When enabled, (offshore) users with 7216 access restrictions won’t be able to access the client profile. To allow access to (offshore) users, a Firm System Administrator or another user with access to the client profile can update 7216 consent as Received.
Add Form 1041
Add a separate tax return profile if the client also has a 1041 tax return.
Edit Existing 1041
Edit an existing 1041 tax return profile (for example, Name of trust, tax software details, and more)

This article applies to:

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

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