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Offline and duplicate clients

Alternative to offline clients

Rather than using Offline profiles for clients reluctant to make TaxCaddy accounts, you can create a Standard offline account to invite your client. This way you can organize, track, and complete the information-gathering process beforehand, so when your client eventually does connect and verify their TaxCaddy account, they gain access to the existing account uploads, saving you any migration or clean-up time.
If something changes and you decide you want to invite them, add the client's email address to make them eligible to be invited.

Traditional offline clients vs standard (offline) clients

Comparison
Traditional Offline Clients
Standard (offline) Clients
Need to be enabled on the firm level
Yes
No
Status on Client Management
Offline
Missing Info
Upload documents
Yes
Yes
Create/Link Binders
Yes
Yes
Smart Links
No
Yes
Requires Mobile Number in
Client Management
No
No
When a client is ready to sign up for TaxCaddy
Comparison
Traditional Offline Clients
Standard (offline) Clients
Can be converted directly into an 'Online' client?
(for example, Can send invites to the same client record instead of adding a new client)
No
Offline
 account types can't be sent invites. You need to create a separate '
Standard
' account.
Yes
Yes, use the same
Standard
 account. Just add the client's email address.
Doesn’t require migration. Documents previously uploaded to the Offline client profile are available instantly.
No
To transfer existing documents from the Offline account to the Standard account. Use the Transfer Documents feature.
Yes
Documents already exist in the Standard account.

Adding standard (offline) accounts

Follow these steps to add an alternative offline client in Client Management (for example, Standard Offline client):
  1. Select the
    Add a client
     icon on the
    Client Management
     screen.
    Click the Add a client icon in Client Management.
  2. Complete the
    Add Client
     window like ordinary, however, don’t include information for the
    CLIENT
    EMAIL
     field, then select
    SAVE
    .
    Leave the CLIENT EMAIL field empty, then select SAVE.
  3. Your new Standard (Offline) client profile will appear in Client Management with the
    MISSING TAX INFO
     status.
    New client with the MISSING TAX INFO status in CLIENT MANAGEMENT.
  4. If you ever decide that you want to invite this client, select
    Edit Client
     from the client tile menu.
    Select Edit Client from the client menu.
    Provide the client's email address, then select
    SAVE
     to update your client's record.
    Provide the email address in the CLIENT EMAIL.
  5. Once you provide these fields, your client will be ready to be sent an invite in
    Client Management
    .
    Newly added client with the NOT INVITED status.

Importing standard offline clients (alternative offline accounts)

Follow these steps to import Offline alternatives using Excel:
  1. Open the Client Import Template in Excel.
  2. In the
    Is Offline
     column, select
    No
     to indicate that you are creating Standard accounts.
  3. Leave the
    Taxpayer Email Address
     field blank when adding or importing a new client.
  4. Complete the rest of the import process. Your (Standard) Offline account will appear with the
    MISSING INFO
     status in Client Management.
    Client with the MISSING TAX INFO status in Client Management.
  5. To convert a (Standard) Offline client profile to an Online client, add the email address to the client record in
    Client Management
    . You can then send the client an invite.

This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Clients

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