In the SmartVault Portal, you can use the Client Management view to see details about your clients and manage their information in a consolidated view.

From this view, you can:

• Add Client
• Add an Engagement to a Client
• Invite a Client
• Assign Employees to Clients
• Archive Clients
• Merge Duplicate Clients
• Perform Actions for all clients, such as Create Engagements and Exporting to CSV 

Accessing the Client Management View

To access the Client Management view:

1. Open Client Management:
   • Select Client Management in the left sidebar.
     
2. View Client Details:
   • Click on any client's name to open the Client Details page.

     

3. Access Client Files:
   • Click on the Vault icon to view the client's files or folders.

     

Using the Client Status Filter tabs

The client status filter tabs are located at the top of the page, allowing you to filter your list of clients by status. Each status group also shows the number of clients within it.
Available Status Groups:

• TOTAL (default). Lists all your clients regardless of their status.
• ACTIVATED. Lists the clients who have activated their SmartVault account.
• INVITED. Lists the clients invited to your SmartVault account.
• NOT INVITED. Lists the clients that have not been invited to your SmartVault account.
• MISSING EMAIL. Lists the clients who are missing an email address.

Searching for Clients

Use the Search feature to quickly find clients by typing their first, last, or company names. Suggestions will appear as you type.

Using Filters

Filters allow you to narrow your client list by Client Type or view just the clients assigned to you.

To Apply Filters:

• Click the Filters button, and select the Client Type from the drop-down menu.
• Toggle My Clients only to see only the clients assigned to you.
• When a filter is applied, a numerical indicator will appear on the Filters button.

All Clients Actions

Perform actions on your entire client list using the All Clients Actions feature.

1. Click Actions next to the Add Client button.
2. Select the action you want to perform:

• • Add Engagements for all Clients
  • Export to CSV

Client Details

The Client Details page lets you view and edit client information and perform additional actions.

Sections:

1. Client Information and Actions:
   • View basic information and action buttons to view the vault, invite the client, and edit the client.
2. Tabs for Managing Client Details:
   • Contacts: Manage client contact information.
   • Engagements: View and manage client engagements.
   • Projects: View and manage client projects.
   • Send Tax Returns: Manage tax engagements and send tax return emails.
   • Send Organizer: Manage and send organizer emails.
   • Send Financials: View and send financial statements.
   • Assigned Employees: Manage employees assigned to the client.

Action Buttons

- Open the client's vault to view files and folders.

- Invite the client to your SmartVault account.

- Edit the client's information.

Editing Client Information:

• Make the necessary changes and click Save Client to apply the changes.

Tabs Detailed View

Contacts

• List all client contacts. Click Edit Contacts to add, edit, or remove contacts.
  

Engagements

• Displays all client engagements. Click the folder icon to open engagements in View Files and Folders. If needed, click Export Engagements to a CSV file. 
  

Projects

• Displays all client projects. Click the folder icon to open projects in View Files and Folders. If needed, click Export Projects to a CSV file.

  

Send Tax Returns

• Manage and send client tax returns. This tab allows you to view and manage the client's tax engagements.
• Click to export the client engagements list to a CSV file.
  

Send Organizer

• Manage and send client organizers.
  • Click  to send reminders.
  • Click   to mark organizers as ready.
  • Click to mark organizers not ready to prepare.
    
• Click to export the organizer list to a CSV file. 

Send Financials

• View, manage, and send financial statements. Track which clients have viewed and downloaded their statements and send reminders.
  
• Click to export the financial statements to a CSV file.

Assigned Employees

• View and manage the employees assigned to the client. Change roles or remove assigned employees.