Client requests list (Basic): View, edit, remove, archive

To efficiently manage client requests in TaxDome, you can view, customize, and track all requests within a single account. Whether you're monitoring request statuses, linking them to jobs, or sharing responses with clients, TaxDome's streamlined process ensures that requests are easily accessible and manageable.

View all requests for one account

1. Go to Clients > Accounts from the sidebar menu.

2. Click on the client account.

3. Open the Requests tab.

The circle displayed to the right of the Requests tab shows the number of requests with In progress and Pending statuses for an account. If there are no entries in the tab, you haven't sent any yet. Create and send a request and then return to this article.

If at least one request was sent, you’ll see the following:

Name: The name you specified in the Request name field.
Jobs: The link to the job if you have already added it or the button to link the request to the job.
Last updated: The date when the request was created or last updated by the client. All changes made by clients are saved in real time.
Sign-in: Status of security settings (is the client's signing-in required or not).
Progress: Answered questions/Total number of questions.
Status: Four statuses that can be changed by team members are available:
- In progress: If a client started the request but didn't complete it.
- Pending: If a client didn't start the request.
- Completed: If a client submitted their responses.
- Archived: If someone from your team or you set this status for the completed request.
Copy request link: You can get the link quickly and send it to the client. Note that if you set strict security settings, the client will not be able to view the request without signing in to the client portal.

Customize requests list

You can customize your client requests list in various ways. For example, you can resize, enable, disable and move columns to your liking:

Сustomize the size of each column: To do it, click and hold the divider between column names and resize it by moving your mouse.

Customize the columns you want to display: To do it, click the gear icon at the top right of the table. Here, you can select the columns you want to be displayed and change their order. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to return to the default table view.

Share requests

Your clients may have assistants who don’t have access to the client portal, or the answers are required very urgently, so you don't want the customer to waste time signing in. For this case, we've added the option to respond to a request without accessing the client portal.

Disable the Require sign-in option when creating a request or when editing a request in the Pending status. This way, the person receiving an email can submit the responses without signing in.

You can also copy a link to a request from the list and send it in any convenient way, such as via chat. To do this, click Copy request link opposite the desired line.

View client responses

Click the request name to view the information your client provided. The client's responses are displayed on separate pages.

You can see the number of answered questions and the total number of questions in the request (e.g., 1/2) in the Progress column.

Edit requests

You can only modify requests that the client has not started responding to. Such requests will have a Pending status. If the client opened and viewed the request but did not start editing any fields, it is counted as Pending, too.

To change a request, click three dots to the far right of the desired request and select Edit request. Make changes in the sidebar and click Save.

Print requests

You can print a request in any status. If the request is completed, its answers will also be included.

To print a request, in the request list, click three dots to the far right of the desired request and select Print, or open the desired request, click three dots at the top right and select Print.

Your browser will prompt you to print the client request:

Archive requests

Once a request is completed, it’s better to archive it than delete it because you may need to access it again. When you archive a request, you still have access to it. You cannot make changes to it, but it still can be linked to the job.

You can archive only completed or pending requests. To do so, change the status to Archived. The request will be moved from the Active to the Archived tab. You can revert this action by changing the request's status to Completed.

Delete requests

Unlike archived requests, deleted ones cannot be restored. To remove a request, click three dots to the far right of the desired request, select Delete and confirm the action.