Customer Center
Help Topics
Self-Help Guides
Home > Trending Topics > How do you update an email address for a client?

How do you update an email address for a client?

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.

Steps

 

Add or Update Client Contact Information in the Dashboard

  1. Sign into the SmartVault client portal.
  2. Right click on your account name and select View Dashboard.
  3. Click the Clients icon.

    CP_Client_Icon.png
     
  4. Click View client information for the client who you want to update.

    CP_Edit_Client_Info.png

    Alternatively, you can search for a client in the Connected Desktop and then open that client in the Client Portal directly from the Connected Desktop.
     
  5. Click Edit client.

    CP_Edit_Profile_New_Icons.png
     
  6. Update the client's contact information and click Save changes.

    CP_Edit_Client_Save_Changes.png

 

Considerations

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

You must to post a comment.
Last modified
15:21, 17 Mar 2015

Tags

Classifications

This page has no classifications.