Settings: General

In this section, certain Organizers features can be enabled or disabled. 

Please note:

Only System Administrators have access to the Settings section.

Engagement Letter Default

Info

When this setting is enabled or disabled, it only applies to organizers moving forward. Delivered organizers are not affected. 

1. Navigate to Settings in the left panel. 
2. Click General. 
3. Check or Uncheck the Engagement Letter Default setting. 
4. Click Apply to save any changes made. 

If enabled (checked), this setting allows users the option to include an engagement letter. They will not be forced to include one, but can if they choose to. 

If disabled (unchecked), this setting forces users to include an engagement letter before they can deliver an organizer. 

Gather Source Document 

Info

When this setting is enabled or disabled, it applies to all delivered organizers as well as all organizers moving forward. 

1. Navigate to Settings in the left panel. 
2. Click General. 
3. Check or Uncheck the Gather Source Document setting. 
4. Click Apply to save any changes made. 

If enabled (checked), this setting allows the taxpayer to upload source documents within the Organizer and from the Organizer dashboard. 

If disabled (unchecked), this setting removes the document upload option for the taxpayer. The taxpayer will not have the option to upload source documents. 

Source Document Notification 

Additional firm notification options can be enabled for client upload/deletion events. 

Info

A notification will always be sent to the firm when the taxpayer clicks the Save & Notify Tax Professional button. 

1. Enable source document gathering as outlined above. 
2. Click Send notification every time client Uploads/Deletes a source document to receive an email for every upload/deletion event OR
3. Click Send scheduled notification once per day, if client Uploaded/Deleted source document(s) to receive one email daily summarizing every upload/deletion event that day OR
4. Click Source Document Upload Notification Disabled to receive no additional notifications about upload/deletion events. 
5. Click Apply to save any changes made. 

Automatic Reminders 

Automated reminders can be enabled to send reminders to the client to sign their engagement letter and/or complete their organizer. 

1. Click Enable Automatic Reminders to enable the feature and edit the reminder timeframes. 
2. Click the Send a reminder every. . . drop-down to select how often signing reminders are sent.
3. Click the Send a reminder every. . . drop-down to select how often organizer reminders are sent.
4. Click Apply to save any changes made.