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Transfer documents to different client profiles

The transfer documents feature lets you copy documents from 1 client profile to another client profile. You can transfer documents to any offline, duplicate, or connected client. Transferring documents can be helpful when your offline client decides to create their own TaxCaddy account.

Once the client is connected, you can transfer documents from an offline client profile to a standard (connected) client. You can also transfer documents between similar types of client profiles (that is, Offline to Offline
).

Enable transfer documents permissions

Users must have the proper group permissions to use the transfer documents feature.

Go to

FileRoom
Admin
User Group Management

, then assign the user group Can Transfer Documents
permission.

Users assigned to this user group will be able to transfer documents from 1 TaxCaddy client profile to another.

Transfer documents

Follow these steps to transfer documents from 1 client profile to another:

On the Overview
screen, locate the client you want to transfer documents from, then select the client tile to view the client profile.

Select Documents
, then select Uploaded Documents
.

Select Documents then Uploaded Documents

Select the checkbox for documents you want to transfer. You can only transfer a maximum of 50 documents at 1 time.

note

Select Select All
if you want to select all uploaded documents at once.

Select the multi-document Menu

icon, then select Transfer
. Users without the Can Transfer Documents
permission won’t have the Transfer
option.

Alternatively, if you only want to transfer a single document, select the Menu

icon on the document tile, then select Transfer
.

On the Transfer Document
window, select your client.

By default, the Transfer Document
window displays the clients you are following or assigned to. If you can't locate your client, then use the SEARCH
field to find your client. You can search for a client using the First Name
, Last Name
, Email
, SP Client ID
, or Tax Client ID
. Once you have located the client, select the option to select the client.

Users that have 7216 consent access restrictions will only see client profiles for clients that have granted 7216 consent.

Select NEXT
.

Once you have verified the recipient client profile, select I acknowledge that the above user accounts are correct for this operation
.

This operation may take up to 2 or more minutes depending on the number of documents currently in the queue.

Select Confirm
to begin transferring documents.

On the Transfer Complete
window, select OK
.

Go to the

recipient client profile
Documents
Uploaded Documents

to find the transferred documents. Documents will appear in the same category they were uploaded in originally.

note

DRL that has been addressed already will also be addressed as uploaded documents on the recipient client profile. DRL that hasn’t been addressed in the original account will be addressed as uploaded if the name, category, and subcategory match the DRL.

Requirements

Feature	Details
Firm-Level Setting	This feature is enabled by default for all new firms. Firm domains created prior to 01-05-2022 can contact SurePrep to enable this feature if it is not already enabled for your firm. You can check if the feature is enabled by enabling the Can Transfer Documents permission.
Permissions	Users must have the Can Transfer Documents permission enabled.
Client Profile	Offline Duplicate Standard/online client that has accepted your connection request
Document Limit	Maximum 50 documents per transfer

This article applies to:

Product: sureprep
Sub-Product: taxcaddy
Subject: documents

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