Updating a Client's Email Address

Overview

Applies to:

  • SmartVault for Intuit Tax Lacerte and ProSeries
  • SmartVault for Intuit Tax Lacerte Solo and Team plans
  • SmartVault for Intuit Tax ProSeries Solo and Team plans

As you work with your clients, you might need to update or add an email address for a client.

For example, if you print a tax return from Lacerte/ProSeries or import a client from Lacerte/ProSeries, and the client does not have an email address in SmartVault, use these steps to add or otherwise update a client's email address.

Updating Client Contact Information

  1. Sign in to the SmartVault Portal.

      Note

    If you have your View Preferences set to "2020 New View", follow the Updating Client Contact Information in Client Management.

  2. Right-click on your account name and select View Dashboard.
  3. Click the Clients icon.
  4. Click View client information for the client who you want to update.
  5. Click Edit Client.
  6. Update the client's contact information and click Save changes.

Updating Client Contact Information in Client Management

  1. Sign in to the SmartVault Portal.
  2. Select Client Management from the left sidebar.

    CM_-_Left_pane.png

  3. Locate the client you want to edit and click on it to open the Client Details page.

    CM_-_Client_name_grid.png

  4. On the Client Details page, click Edit.

    CM_-_Edit_client_button_.png

  5. Edit the contact information as needed and click Save Client.

    CM_-_Save_Client.png

      Note

    For Entity clients (Business or Organization), you can make any contact as primary by clicking the Set as Primary button for that contact.

Considerations

You can also update the client contact page in Lacerte/ProSeries and reimport the client into SmartVault using the Import Client utility.

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