Transfer documents to different client profiles

Enable transfer documents permissions

Transfer documents

Sign in to TaxCaddy.
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 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