Accessing Client Information

Click on the 3 dots adjacent to any client in your Agent dashboard to view the following options. View-Edit-Impersonate-Deactivate.

Editing Client Details

If a client's contact information changes or needs correcting:

1. Click the three-dot menu next to the client name

2. Select Edit

3. Update the fields (name, email, address, phone)

4. Click Confirm to save

This is useful when clients change address, email, or phone number, or to correct any data entry errors.

Impersonating a Client

The Impersonate feature lets you log into a client's account to see and manage their records. This is also where the preparation and submission of the tax return happens.

What You Can Do While Impersonating

• Review/Categorise and manage the client's recorded transactions

• Record transactions directly for the client

• See how transaction data filters through to the tax return

• Review the client's return as they see it

• Submit for Client approval

• Submit the tax return on behalf of the client

• Export their transactional data and tax return

How to Impersonate

1. Click the three-dot menu next to the client name

2. Select Impersonate

3. A green banner appears at the top saying "You are impersonating [Client Name]"

4. You now have full access to the client's account

5. When finished, click Exit view in the green banner to return to your agent view

Why Use It

• See exactly what the client sees

• Troubleshoot client issues by working through their account

• Manage transactions and returns directly when needed

• Test workflows or verify client data

Deactivating a Client

Deactivating removes a client from your active dashboard when the relationship ends or they move to another accountant.

Important to Remember

Deactivating is NOT permanent. The client record is simply hidden from your active view. You can reactivate them at any time using filters.

How to Deactivate

1. Click the three-dot menu next to the client name

2. Select Deactivate

3. Confirm the action

4. The client is removed from your active client list

Reactivating a Deactivated Client

If you need to bring a client back onto your active dashboard:

1. Expand the filter options on your Agent Dashboard page

2. Tick the box Show Inactive Clients

3. Click View Records

4. Find the deactivated client in the list

5. Click the three-dot menu next to their name

6. Select Reactivate

The client now reappears on your active dashboard.

Key Things to Remember

• View – See all client details in read-only mode

• Edit – Update contact information, address, phone, reference numbers

• Impersonate – Log into the client's account to manage transactions and returns from their perspective

• Deactivate – Hide the client from your active dashboard (easily reversible)

• Reactivate – Bring a deactivated client back using the "Show Inactive Clients" filter

When to Use Each Feature

Quick Tip

The three-dot menu is your main tool for managing client records. Get comfortable with clicking it next to each client to see your options: View, Edit, Impersonate, and Deactivate.