Account Management: Client Management

The Client Management section is used to manage and view client information across the Returns, Extensions, Signatures, Organizers, and Exchange modules. 

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens. 
3. Select Client Management.

                                    

Dashboard

Filter and Editing Options

1. Search Bar- Search for clients by Client ID, ERO, Name, SSN/EIN, or email address. 
2. Edit Office Location (Bulk Editing Option) - Edit the assigned Office Location for the selected client. 
3. Delete (Bulk Editing Option) - Delete the selected client from Client Management. 
4. Office Location Filter - Choose which office location clients to display. 
5. Download Template- Choose which template to download when using option G to import client information.
6. Customize Columns- Select/unselect the box next to each column name to add/remove it from the report.
7. Import CSV - Upload the completed template. See our Client Management: Import Clients article for more information. 
8. Export to Excel - Export the client information to Excel. 
9. Add Client - Add client information manually.
10. Select - Select one or more clients to use the Bulk Editing Options. 
11. Click Here - Select all client records to use the Bulk Editing Options. 
12. Edit - Edit Client information.
13. Delete - Delete client from Client Management.

Important

The delete option deletes the client completely from our database, so their email address no longer populates automatically. 

Add Client

To add clients in bulk, see our Client Management: Bulk Import or Edit Users article. 

Add Client Manually

Please note:

Any information added or edited in the Client Management section only applies to newly uploaded items. 

1. Select Add Client.
2. Enter Client Information.
3. Toggle SMS Text Notification to On to allow for client to receive text notifications for signing reminders.
   • This setting must be turned on in the Suite Settings to be available. 
   • If turned on, this automatically turns the setting on for returns In-process.
4. Apply Office Location (Required).
   • This automatically applies the office location for Returns, Organizers, and Signature documents during processing for matching Client IDs. 
5. Select Married Filing Jointly to add spouse information (if applicable).
   • Select Spouse to Sign First by Default if you would like for the spouse to be sent the return first for all following years. 
6. Enter Spouse Information (if applicable).
7. Click Add Client. 

Add Client During Processing 

When sending a return to a client who is not already in Client Management, users are asked if they would like to add the client to Client Management. 

1. Process a return as you normally would. 
2. Click Finish. 
3. Verify New Client Information. 
4. Select Yes, Add it OR
5. Select No, Do Not Add It. 

Add Client in the Delivered Returns Report

When a user edits client information for a delivered return, they receive a prompt to update this information in Client Management.

1. Navigate to your Delivered Returns. 
2. Select the Edit Client Info icon. 
3. Verify Client Information. 
4. Select Yes, Add it OR
5. Select No, Do Not Add It. 

Edit Client

To edit clients in bulk, see our Client Management: Bulk Import or Edit Users article. 

Edit Client Manually

1. Select Edit. 
2. Edit any applicable Client Information.
3. Select Update. 

Edit in Delivered Returns Report

1. Navigate to your Delivered Returns. 
2. Select the Edit Client Info icon. 
3. Select Save. 
4. Confirm if you would like to redeliver the return. Select Yes or No.
5. Verify new Client Information.
6. Select Yes, Update OR
7. Select No, Do Not Update.

Suite Settings

Please note:

Only System Admins have access to the Suite Settings section.

1. Click the Navigation Widget. 
2. Click Suite Settings. 

Use the options below to manage how clients are added to Client Management.

1. Add- All new client records are added without manual approval. 
   • If the data conflicts with Client Management, the pop-up still appears. 
2. Ignore- No pop-up appears for new client records.
   • If the data conflicts with Client Management, the pop-up still appears. 
   • If no clients are added to Client Management, this option essentially turns off the feature. 
3. Confirm- Pop-up appears for all new client records and any existing records where the data conflicts with Client Management.