Client Profile Overview

By Mary Cooper

updated 5 days ago

Here's what is covered in this article:

Accessing Client Information

Client's profile is available for the firm owner as well as for the team members that were mandated to work on the case.

To access the client profile, search for a client from the Sidebar. Sidebar search will work anywhere in the system.

You may also access the client's account by navigating to Clients and clicking their name in the list. 

The Overview tab is the first tab of the client's profile. It is one organized page where you can see everything you need to know for the client with a quick glance. 

Here's what you can find out from here: 

  • Documents – view the client’s last uploaded documents.
  • Tasks – find out which tasks are planned and/or in progress.
  • Email - view the five last emails received from a client. 
  • Requests - explore the client’s last info requests and their status.
  • Login Activity – find out the information about the last login.
  • Unpaid Bills – explore the client’s unpaid bills and if they could be settled with existing credit.
  • Approvals – view the last documents for which client’s approval is needed and their status.
  • Organizers – view the client’s tax organizers and their status.

Editing Personal Details

Personal details are usually entered during registration. However, you can update or expand them at any time. The clients may edit their details as well. 

  1. Navigate to the  Info tab of client's profile. 
  2. Click the Edit personal details icon, then type in the missing details, such as the client’s street address or phone number. Once you've entered a valid zip code, the city and state are automatically populated by the system. You can update their existing info as well. 
  3. Click Upload Photo to add a client’s picture. Locate an image that you would like to upload, then crop your photo to make it look better. 
  4. Click Save changes.

Resetting a Password

The password is usually created by the client during registration. However, if the client requested a change to their password it can be done by the firm owner or by a team member. The clients may edit their details as well. 

Navigate to the Info tab of client's profile, click the Profile Access icon, then click Reset password link. 

Adding Spouse and Children

If the client is married or has children/other dependents they should be mentioned in their profile.

To add the spouse:

  1. Navigate to the  Info tab of client's profile. 
  2. Click the Add Spouse button, then add his/her name and date of birth.
  3. If there’s something important to note about the spouse, you can add the info as a note.
  4. Click Add to save the info about the spouse.

To add dependents:

  1. Click the Add Dependent button, then add his/her name and date of birth.
  2. Fill in the Relationship field (e.g. child)
  3. Click Add to save the info about the dependent.
  4. Repeat with the other dependents if needed.

The clients may edit their personal details as well. 

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