Setting Up Firm Options for Client Collaboration

Before you send requests to your clients, your firm should complete the following tasks:

• Add your firm logo to the Client Collaboration hub that your clients use. Adding your logo can help reassure your clients that they are on the correct website and reinforce your firm's brand.
• Add the URL for your firm's payment gateway. When you configure this option and post invoices to Client Collaboration, an electronic payment link is added to your clients' hubs, so they can submit payment electronically.
• Create the list of tags you want to use to categorize files sent to the Document Locker.
• Set up the necessary paragraph and engagement letter templates that your firm will use in its requests, if needed. Client Collaboration provides several standard templates, so you are not required to create or customize templates before sending requests.
• Change the retention period for files that the firm adds to the Document Locker, if needed. This option is set for two years by default. At the end of the retention period, files are automatically moved to the Deleted Files tab in the Document Locker. See Deleting Files in a Document Locker for more information.

  Note: Files uploaded by clients are retained for two years. Your firm cannot change the retention period for client-uploaded files.

• You also can set up custom questions, questionnaires, and document request lists to include in your requests. These can be used to supplement organizers created from prior year tax returns. To make it easier for you to create requests for clients without prior-year returns, Client Collaboration includes a blank organizer template in the Document Request List library that you can use as-is, or that you can use as the basis of a custom request list.

Note: You must be assigned the Administration - Edit functional right to manage settings in the Administration section of Client Collaboration. Separate functional rights are also available for managing the templates in the Library.