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  • Product: SurePrep

Assigning user group permissions for TaxCaddy

Follow these steps to configure TaxCaddy permissions in your firm. By setting permissions, you can decide to give tax professionals at your firm access to TaxCaddy, TaxCaddy's
Administrative
 tab, and the SurePrep Mobile App. You can also grant the ability to transfer documents between different TaxCaddy accounts and alter the 7216 Consent status of a client.
  1. Sign in to SurePrep FileRoom.
    Sign-in screen
  2. On the upper right, point to the dropdown menu, then select
    Admin
    . Select Admin
  3. Select
    User Group Management
    . Select User Group Management
  4. Select
    Edit
     next to the group you want to assign permissions. Select Edit
  5. In the Permissions column, select
    Select
    . The Permissions dropdown opens. Select from the Select menu
  6. Scroll down to the
    TaxCaddy
    section. TaxCaddy permissions from the Permissions column
    • All Tabs
      : Allows users access to the TaxCaddy
      Administrative
       tab and modify information in all sections, including
      Client Management
       ,
      Templates
       ,
      Document Request List
       ,
      Firm Details
       , and
      Admin Connections
       .
    • Client Management Screen Only
      : This only allows users to open
      Client Management
       in the TaxCaddy
      Administrative
       tab.
    • Manage Bulk Action
      : Allows users the ability to perform
      MANAGE CLIENTS
       actions in bulk to all eligible clients in the firm on the
      Client Management
      . Users with this permission can send invites, reminders, letters, Questionnaire, Create Custom DRL, Send DRL, and Delete Clients for all eligible clients on the domain when they select
      All Eligible
      .
      note
      The number of Eligible clients can change based on the current filter or search results. Under TaxCaddy, select
      Access TaxCaddy
       to allow users in that group access to TaxCaddy. For user groups who should have access to Admin sections, also select
      Access to TaxCaddy Admin
       and then select either
      All Tabs
       or
      Client Management Screen Only
      .Select the checkboxes applicable to the user group:
      Access TaxCaddy
       Allows users to access to TaxCaddy
      : Allows users to make sure the identity of a client before sharing potentially sensitive documents. Verification is only needed for clients that were unable to complete two-factor authentication (for example, Missing phone number in Client Management, landline, incorrect number, etc.).
      Can Confirm Clients
      Access to TaxCaddy Admin
      Allows access to the TaxCaddy Admin tab. It requires the additional selection
      All Tabs
       or
      Client Management Screen Only
      .
    Can Transfer Documents
     Allows users the ability to transfer documents from one TaxCaddy account to another.
    Can undo 7216 Consent Received
    Users with this permission can remove
    7216 Consent
     from binders and their associated TaxCaddy Client Profiles. If the consent was already granted, then users can remove the consent from FileRoom.
    note
    Removing 7216 Consent will remove users as Owners and Assigned Members if they are assigned to a group with (7216)
    Restrict Access
     permission assigned to them. Additionally, the binder and client profile won’t be visible to 7,216 restricted users in FileRoom and TaxCaddy.
    All TaxCaddy permission selected
  8. Select
    Save
    to save changes to the Permissions settings.
    Select Save
  9. Select
    Save
     Save icon to save all changes to the group.
    Select the Save icon

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