All Clients page
The All Clients page lets you find your 1040 clients across all Tax Automation phases by quickly searching here.
Use the
All Clients page
to track clients across every workflow phase without going to each phase individually.note
Clients listed are synced with ultratax.com and are not password protected.
Search for clients
Use the search bar at the top of the page to find clients by client name, ID, or email.
Each result shows the client's current phase and process stage alongside their identifying information, so you can quickly find where they are in the workflow.
Column descriptions
The
All Clients
page shows the following columns. Column definitions apply consistently across all tabs in Tax Automation.Column | Description |
|---|---|
Actions | Select View to go directly to the associated phase for that client record. |
Client ID | The unique identifier as entered in UltraTax CS. |
Client name | Client name as entered in UltraTax CS. |
Email address | The email address associated with the client record. |
Phase | The current workflow phase for the client:
|
Process stage | The client's current stage within their active phase. |
7216 consent status | Shows the client's current consent status:
|
SafeSend company name | Shows the connected SafeSend company. |
SurePrep firm ID | Shows the connected SurePrep firm. |
Process stage descriptions
The Process stage column shows where a client is within their current workflow phase:
Stage | Description |
|---|---|
Not started | The client doesn’t yet have an engagement or binder ID created. |
Gather | The client is in the Gather phase, with at least one delivered gather engagement. |
Binder | The system is creating the binder. |
Verify | Documents are ready to review and verify. |
Download | Binder documents are available to download after verification is complete. |
Manage 7216 consent status
important
7216 consent status options are based on the SurePrep domain settings associated with Offshore binder processing. By default, when 7216 consent is not applicable, the status will appear as Not needed. Any binder that requires 7216 consent will be set to
Not confirmed
by default. It is necessary to verify 7216 consent prior to automated binder processing, either on the All Clients page
or on the workflow pages when processing gather engagements or upload documents.The 7216 consent status column lets you verify and revoke consent directly from the
All Clients page
. Any change made to a client row will automatically update all records associated with that client ID.To update a client's 7216 consent status from the
All Clients page
- Locate the client in the All Clients grid.
- In the 7216 consent status column, select the current 7216 consent status for the client.
- Select the appropriate option from the dropdown to change 7216 consent status.noteAfter you receive form 7216 consent from your client, selectConfirmedon any record for the client ID to update the status. This will update all client records, except on binders actively processing.If you need to revoke 7216 consent, selectNot confirmedon any record for the client ID to update the status.
