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Step 5: CRM & Clients

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If you are using uTaxes for the first time, please read Welcome to uTaxes, understand and download uTaxes.

uTaxes Account

1. Managing Clients​

1.1 Add Client Accounts​

  1. Navigate to the Clients Tab.
  2. Click the + Add Client button.
  3. Fill in client details, such as:
    • Name
    • Email
    • Contact information
  4. Click Save to create the account.

1.2 Edit & Delete Client Accounts​

  1. Select a client from the list.
  2. To edit:
    • Click the Edit icon to modify details.
  3. To delete:
    • Open the client profile.
    • Click the Delete button.

1.3 Filter & Search Clients​

  1. Click the Filter button to sort clients by:
    • Tags
    • Status
    • Custom fields
  2. Use the Search Bar to find specific clients.

2. Managing Tasks​

2.1 Add a Task​

  1. Navigate to the Tasks Tab.
  2. Click the + Add Task button.
  3. Input task details:
    • Task Name
    • Priority: High, Medium, or Low
    • Assignee
    • Deadline
  4. Add a description if needed.
  5. Click Save to create the task.

2.2 Update Task Status​

  1. Open a task from the Task List.
  2. Use the Status Dropdown to change its status:
    • To Do
    • In Progress
    • Done

3. Communication with Clients​

3.1 Record Communication​

  1. In the client profile, click Add Record.
  2. Select the type of communication:
    • Call
    • Meeting
    • Other
  3. Add a description and click Save.

3.2 Upload & Share Documents​

  1. Open the Documents Section in a client profile.
  2. Click Upload Document to add files.
  3. Assign permissions:
    • View
    • Edit
  4. Click Save to share the document.

4. Features​

  • ClientDetail

    • Purpose: Manage client information, including creating, updating, deleting, and reviewing details.
    • Key Features:
      • Operators can decide whether to sync client information with the tax account.
      • Maintain accurate and up-to-date client information.

  • Documents

    • Purpose: Manage files shared between the client and the firm.
    • Key Features:
      • Firms can continuously create and organize folders.
      • Firms determine which folders are visible to clients.
      • Supports collaborative file sharing for efficient communication.

  • Projects

    • Purpose: Create and manage tax-related projects based on the client’s tax situation.
    • Key Features:
      • Track the progress of tax filing for each client.
      • Assign specific tasks and deadlines to ensure timely completion.

  • Account Detail

    • Purpose: Display the client’s account information.
    • Key Features:
      • Operators can only view this section; editing is not allowed.
      • Data is available only when the client is linked to the account. If no client is linked, this section remains empty.

  • Chats

    • Purpose: Facilitate communication with the client when linked.
    • Key Features:
      • Operators can chat directly with the client.
      • If no client is linked, this section remains empty.

  • Task

    • Purpose: Create and manage tasks based on the client’s situation.
    • Key Features:
    • Assign follow-up tasks to track client progress.
    • Prioritize and set deadlines for better task management.

  • Record

    • Purpose: Maintain a history of follow-up actions for the client.
    • Key Features:
      • Record and track client-related activities and follow-up details.
      • Helps maintain a consistent log of all client interactions.

  • Ownership

    • Purpose: Track ownership changes and transitions for the client.
    • Key Features:
    • Maintain a detailed record of how client ownership is transferred or managed.
    • Useful for accountability and transparency.

  • Log

    • Purpose: Provide an operational log of changes to client details.
    • Key Features:
      • Record all actions performed on the client’s profile.
      • Useful for auditing and tracking updates or modifications.