Rachel Blacklock
- Total activity 889
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 447
Articles
Recent activity by Rachel Blacklock-
Adding Client Queries function in existing files
Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;To create a Client Queries folder to access the Por...
-
Sending Notifications to your client
When you have created a new Client Query you can let your client know queries are available for their response. Scroll to the bottom of the workpaper and select the Notify Client button; When th...
-
Receiving Notifications to your Firm Contact
Creating Your Firm Contact Receiving Notifications to Your Firm Contact Creating Your Firm Contact Rather than receiving an email notification to a specific engagement team member, the firm m...
-
Client Queries - Notify Firm
1. When your Firm has created a new Client Query which needs to be actioned you will be able to view it from the client portal. 2. Use the discussion box or supporting documents tab to respond or a...
-
Logging into the Client Portal
1. Set up your Password:When your account is created, you will receive an email containing your login details, as well as a link to set your Password: Click the link in the email to set up your pa...
-
Retrieving or resetting your password - for clients
If you are logging in for the first time, please click here. Forgotten Password: If you have forgotten your password or login details, recovering this information is easy and secure. To recove...
-
Creating Queries
Once you select your file you will be taken to a screen where you can;1. View items outstanding;2. Upload supporting documents;3. Create Queries;4. Respond to matters;5. Notify the firm once the ac...
-
Logging into the SMSF Dashboard as an External Firm User
Note: Prerequisites: - Before accessing the SMSF Dashboard, the firm's administrator must set you up as an External Firm User. For guidance on this process, refer to: Creating-External-Firm-Users,O...
-
Navigating The SMSF Dashboard - Clients
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
-
Filters & Search Functionality On The SMSF Dashboard
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.To view the full list of SMSF clients, users must selec...