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Move documents to another category or tax year

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:
  1. Sign in to TaxCaddy.
  2. On the
    Overview
     screen, locate the client you want to transfer documents from, then select the client tile to view the client profile.
  3. Select
    Documents
    , then select
    Uploaded Documents
    .
  4. Select the checkbox for documents you want to transfer. You can only transfer a maximum of 50 documents at 1 time.
  5. 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
    .
  6. 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.
  7. Select
    NEXT
    .
  8. 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.
  9. Select
    CONFIRM
     to begin transferring documents.
  10. On the
    Transfer Complete
     window, select
    OK
    .
    '
  11. 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.

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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