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Customize the Invite and Reminder templates

Upload files as letter templates

Templates are useful for sending the same request item to multiple clients rather than uploading them individually to each Client Profile.
For example, if you need multiple clients to sign the Terms of Agreement form or review instruction, then you can create and send the template to all clients at once. Once the letter template has been sent, clients can review or sign the document based on the template settings.
To create a letter template, you can upload an existing PDF document or create one from scratch in TaxCaddy.

Upload files as letter templates

Follow these steps to upload letters templates.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
  3. Ensure the correct year is chosen next to
    Other Templates
    .
  4. Next to
    Letters
    , select the
    New
    icon and then select
    Upload A File
    .
  5. Select a file to upload from your device.
  6. The file appears under
    Files to Upload
    , select
    DONE
    .
  7. The new template appears in the list under
    Letters
    . Select the template to view it.
  8. From
    Client To
    , select either
    Review
    ,
    Sign
    , or
    Sign E-file Authorization
    .
    • Review
      : Client marks the document as reviewed using the
      Mark Reviewed
       button.
    • Sign
      : The client marks the document as signed using the
      Sign & Accept
       button and entering their first name as signature capture.
    • Sign E-file Authorization
      : The client marks the document as signed using the
      Sign & Accept
       button, entering their first name as signature capture, then providing information to confirm their identity using knowledge-based authentication (if
      Requires KBA
       checkbox is selected).
  9. For documents that need to be fillable, select the
    Fillable
     checkbox.
  10. For documents that require a signature, select whose signature is required from the
    Sign By
     dropdown menu.
  11. For
    Sign E-File Authorizations
    , select the
    Require KBA
     checkbox to indicate whether or not a client must undergo KBA (knowledge-based authentication) to fulfill this request.
  12. Select
    Save
    . The template is ready to be sent to clients via the
    Client Management
     screen.
  13. .

Video: demo

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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