Clients Screen

The Clients Screen is where you can see all your clients. 

Filters

Select one or multiple filters to narrow your list. You can Save your filter and Load your filter so you get back to where you left off. Saving your filter is unique for your user login.

Clear individual filters by clicking the x, or Clear all filters to start over.

Client Detail Panel

Clicking on a Client Row (when the icon is a hand) will bring up the Client Detail Panel on the right.

You can access more client info as well as previous binders here.

At any time you can use the Manual Filter to find by Name or ID

How to Add a Client

In Tallyfor, the "+" or "+Add" means, "add something" for example a client or an Automated Trial Balance

Add a new Client with the "+ Add Client" button. Or try our Kickstart feature.

You can create an unlimited number of Binders for each client. This can be for different years, or if you are working with versions, several versions for each year.

How to Delete/Archive a Client

At this time, it is not possible to delete a client, but you can Archive clients and they will be removed from your main client view. This way you can keep your main client view neat and clean.  

Note: You need to be admin or owner to archive and unarchive accounts. 

You archive a client by clicking on the "Archive this client" button in the Client Detail Panel.

You can also unarchive them. To Unarchive a client, check the "Show Archived Clients" box, then click the "Unarchive this client" in the Client Detail Panel.

How to Edit a Client Details

Use the pencil icon on the Client Detail Panel to edit Client info. Currently, you can edit:

• Client Name
• Client ID
• Form Type

How to Change Entity/Return Type

To change a client's entity (return) type Form type, go to the row of the client whose return type you would like to change and click on the pencil icon in the Client Detail Panel.

In the Edit Client dialogue box, you can change the return type using the "Form" dropdown. Choose the form you would like to change to and click "Done".

Status

The Binder Status column allows you to track the sequential progression of a Tax Binder. You can set the Status of any binder.

We've provided the following Status Stages that are widely use in the profession.

• Data Collection
• Prep
• Review
• Finalize
• Accepted
• Completed

FAQs

How do I change/modify a Client ID ?

We now allow you to change or modify the Displayed Client ID. 

The Displayed Client ID is required, must be unique, and cannot contain the following characters: "/ . #$[]"

We now assign a Permanent Client ID under the hood. (Here’s how you can view it.

How do the filters work?

Filters will only filter the latest binder. For example, if a prior binder is “Completed”, it will not show in the filter.

Filters look at the “default binder type”. If you’ve change a client’s binder type we will not include the previous binder type.

Will you have a year filter?

Yes, coming soon.

Will my filters view be saved?

Yes, the filter view is tied to your user account. When you come back to your client screen, it will show the same criteria until you reset it.

Can I customize my status stages? What if I don't use a certain status stage?

Not currently, but we will allow customization at a later date.

For now, if you do not use a certain stage in your practice, simply ignore it and do not use it.

Can I access my status stages via an API?

Not currently, but coming soon.

I cannot locate some of my clients.

Some older clients that are missing a ClientID are filtered out for security reasons. Please contact support if you cannot locate a client.

Pro Tips:

Hovering over the Displayed Client ID for 1 second will display the Client UUID, which Tallyfor assigns.

While the Client UUID is displayed, a single click will copy the ID to your clipboard.

Pro Tip: Tallyfor uses CCH Axcess' "Client ID", but we call the "Name", "Client"