Adjusting Reminder Settings on Organizers

Organizer reminders help taxpayers remember to finish filling out their organizers. Reminders to sign help taxpayers remember to review and sign their engagement letters or other documents. They can be set per organizer during processing or changed after delivery on one or more organizers.

Source Document reminders can only be sent manually using the Send Reminder button. 

The default setting for reminders can be adjusted by an Administrator on your account. 

Processing: Setting Reminders During Processing

1. Navigate to the Delivery Options tab during processing. 
2. Navigate to the Reminders section.
3. Click the toggle to enable or disable signing and/or organizer reminders.
4. Select a reminder time frame from the drop-down. 
5. Finish processing the organizer.
   

After Delivery: Adjusting Reminders on a Single Organizer

1. Navigate to Organizers Reports.
2. Click Delivered Organizers.
3. Click the More Action Items (...) icon.
4. Click Send Reminder. 

5. Click the Schedule Automated Reminder tab. 

6. Toggle the Signing reminder button to enable or disable signing reminders. 

7. Click the Send a reminder every. . . drop-down to select how often signing reminders are sent to the taxpayer. 

8. Toggle the Organizers reminder button to enable or disable organizer reminders. 

9. Click the Send a reminder every. . . drop-down to select how often organizer reminders are sent to the taxpayer. 

10. Click Save to save any changes made.
    

After Delivery: Adjusting Reminders on Multiple Organizers

Please note:

When the Send Reminder button is clicked, it displays your firm's default settings. It does not display the current settings for that organizer. To view the current settings for a specific organizer, use the Action menu. 

1. Navigate to Organizers Reports.
2. Click Delivered Organizers.
3. Check the box to the left of the client's name.
4. Click Send Reminder above.
5. Click the Schedule Automated Reminder tab. 
6. Toggle the Signing reminder button to enable or disable signing reminders. 
7. Click the Send a reminder every. . . drop-down to select how often signing reminders are sent to the taxpayer. 
8. Toggle the Organizers reminder button to enable or disable organizer reminders. 
9. Click the Send a reminder every. . . drop-down to select how often organizer reminders are sent to the taxpayer. 
10. Click Save to save any changes made.