Client Info
View a client's account information when working within their profile. Using the
More Information
feature, you can view the information pertaining to a client's account (such as login method, email address, etc.) as well as view information regarding the tax return currently selected from the TAX RETURN
dropdown.Follow these steps to view a client's information:
- Sign in to TaxCaddy.
- Select a client tile from theOverviewscreen.
- Select theMore Informationicon
on your client's profile.
- Your client's account information will be listed underClient Info. Account information includes the following:
DetailsDescriptionClient login methodDisplays this client's login method:- Standard:This client logs in using a standard email address and a password they have set up.
- Dynamic Password:This client logs in using an invitation email that sends a temporary password to their mobile phone number. If the client sets up a password, then their login method will change toStandard.
- SSO:This client logs in through your firm's login portal.
- N/A: This client does not have a login method available yet. If the client's status isNot Invitedthen send the client an invite. This information will update once the client logs in. Alternatively, the client is an Offline Client Profile made for clients that will not log in to use TaxCaddy. It also applies to client profiles that were originally made for Offline clients but have now become duplicate client profiles.
Automatic Invitation DateFor clients not yet connected to your firm. Displays the date that their automatic dynamic password invitation link was or will be sent.Automatic Invitation Date appears after the first pending request is added to a client's profile.Access Link ExpirationDisplays the date when the dynamic password invitation link will expire for the client. Clients can request a new login link using theSend me a New Login Linkfeature if desired.EmailDisplays the email address that the client uses to sign in to TaxCaddy.Phone NumberDisplays the phone number associated with this client's TaxCaddy account.A client's mobile phone number can be edited withinClient Managementusing theEdit Clientfeature.SpouseDisplays the name of this client's spouse, if applicable.Spouse EmailDisplays the email address of the client's spouse, if applicable.Spouse Phone numberDisplays the phone number of the client's spouse, if applicable.Location RestrictionIndicates whether this client's account has Office Location restrictions placed on it by your firm.This record can be edited withinClient Managementusing theEdit Clientfeature.Office LocationDisplays the office location to which this client currently belongs.This record can be edited withinClient Managementusing theEdit Clientfeature.noteWhen the selected client doesn't have a spouse added to TaxCaddy records, theSpouse,Spouse Email, andSpouse Phone Numberfields will be left unfilled. - You'll also notice theTax Return Infosection after theClient Infosection. This portion will return information about the tax return currently selected from theTAX RETURNdropdown. This information includes:
You can use theDetailsDescriptionTax Return NameDisplays the name of the selected tax return.PhaseIndicates the current phase (Gather Tax Docs/Provide Info/Review and File) of the selected tax return.Tax SoftwareDisplays the tax software associated with this client's tax return.Tax Client IDDisplays this client's Tax Client ID.SP Client IDDisplays this client's SurePrep Client ID.TAX RETURNdropdown menu to view information regarding a different tax return belonging to this client.
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View client profiles
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