Alerts for File Uploads and Account Updates
Alerts are notifications for manual client file uploads and Account updates. Account updates include any changes a client makes on their Account Overview, Payroll, or Logins tab. Alerts can be replied to and archived just like a message.
Note: If the client adds a custom message when uploading the file, you will receive a message in your Inbox, but will not receive an Alert.
To keep the Inbox decluttered, we keep these notifications separated from Inbox messages. You can access your Alerts on the Home Dashboard or by clicking Inbox on the left navigation panel and selecting the Alerts tab.
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How to Use File Filters
Use the filters at the top of the Files page to quickly narrow down the file section. Here's a breakdown of the filters: All Files: Filter between Firm Uploads, Client Uploads, and Firm Only Files. Sources: Filter between Message, Note (internal), ...
How to Send a Message When Uploading a File
Notify clients of file uploads by adding a message. Click +Add New in the upper-left corner. Click File. In the To field, select Recipient(s) (Contacts) and Account(s). Select a Year and Month if necessary. Select Tag(s). Click on the Message box to ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...
Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...