Managing existing clients

Managing existing clients

From your agent dashboard, there are 3 main actions you can take for an individual client. Find the client on the dashboard (or via the search bar) and select the 3 dots to access the following options: 


View - Client info


This option provides an overview of your clients details, including your clients tax return details, the current status on the progress table, their current tax calculations and their tax form status. It also offers a breakdown of what sections of the tax form are still to be completed.

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Edit - Client details


You can set up your clients personal details when creating their account. To update or change these details later,  select the client from your agent dashboard and select the 3 dots and select  ‘Edit’, select ‘Edit’ again and make the required changes, select ‘Confirm’ when done to save the updates.

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Impersonate - Act for the client


To act on your clients behalf you must impersonate them. Select the client via your agent dashboard and click the 3 dots and ‘Impersonate’. You’ll be redirected to your client’s dashboard, where you can't process transactions, create business sources or submit your clients return on their behalf.


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