Use Client-facing job statuses

Keep your clients automatically updated on job progress and eliminate their calls and messages about it. Once you assign a client-facing job status, clients will see it within their Client portal. You can assign client-facing statuses in bulk or automatically and use status templates.

Client-facing job statuses, explained

TaxDome’s client-facing status feature eliminates the need for calls and emails from clients asking for an update. Once the client-facing status is assigned to a job, your clients will see how the work is going in the Work in progress section of their Client portal Home page. You have full control over what the client sees: the job name, job status, and description can be easily edited.

To smoothly implement statuses into your workflow, you can use the Update client-facing status automation. This automates updating job statuses along with the job’s progress in your pipeline. 

You can also use status templates , which are easily customizable and there is no need to edit them manually for each job or client.

The client-facing status will disappear from the Client portal once you hide it , archive or delete the job. 

Assign client-facing statuses

Client-facing job statuses are hidden by default when a job is added to a pipeline, except for those jobs with assigned status via a job template .

A firm owner, admin and employees with the access to the job can assign client-facing job statuses in four ways:

• From a job card

• In bulk

• Using job templates

• Via automation

From a job card

To assign a client-facing status to a single job, follow these steps:

1. Open a job card and toggle on Show in client portal in the Client-facing status section.

2. If needed, edit  Job name for a client. By default, this field is prefilled with the job card name.

3. Select a status and, if needed, edit the  Status description for a client, then click Save & exit.

From this point, the job name, status and description will be visible to the client.

In bulk

To assign the same client-facing status to a number of jobs, follow these steps:

1. Select jobs in your jobs list and click Edit.

2. Choose Show status from the Visibility for client drop-down.

3. If needed, edit  Job name for a client.

4. Select a status and, if needed, edit  Status description for a client, then click Save.

Now, clients will see the same status for all jobs you selected.

View client-facing statuses

To see the client-facing statuses you’ve assigned to jobs (if any), you can check the following places:

• Kanban view of the pipeline. Client-facing statuses will appear on the job card once enabled in the pipeline settings . Use filters to find jobs with specific statuses.

• Client-facing status section of the job card details .

• Client-facing status column in your jobs list . Use filters to find jobs with specific statuses.

  

Hide client-facing statuses

You’ve got three options for making the client-facing status for a job not visible to a client:

• From a job card: Open a job card and toggle off Show in client portal in the Client-facing status section, then click Save.

• In bulk: Select jobs in your jobs list, click Edit, then choose Hide status from the Visibility for client drop-down and click Save.

• Via automation