Request Creation Overview

You can create client requests in batches or individually. Requests can be sent to clients immediately or held for sending at a later date. This feature allows you to prepare requests when you have available time, reducing the pressure during busy times.

Requests are sent to the email address listed for a client in Client Manager. If a spouse name and spouse email address are in Client Manager, then the request can be sent to the spouse as well. You also can add a spouse and a spouse email address when you create a request. Spouse information you add in a request is added to the client's profile in Client Manager as well.

You can also choose to exclude a spouse from an invitation. Excluding a spouse from an invitation does not affect the spouse information in Client Manager.

Important:

• You must be granted the Client Collaboration - Request Dashboard - Client Requests - Add permission to create requests.
• Before creating requests, verify that the clients you need have already been created in Client Manager. Clients cannot be added in Client Collaboration. You can access Client Manager in CCH Axcess Administration Manager.
• The spouse email address must be different than the taxpayer email address.

If you create a batch request, you can edit the individual client requests as needed before sending.

See the following topics for detailed instructions on creating requests:

• Creating Requests in a Batch
• Creating a Single Request

What Your Clients Experience

The first time you send a request to a client, the client receives an email invitation to register on the hub. This email briefly explains what the Client Collaboration hub is used for. It also includes direct links to register on the hub. This initial email cannot be edited by your firm.

Click the thumbnail image below to see the text of that initial invitation email.

Note: If your firm has added its logo to Client Collaboration, the logo will be visible at the top of the emails sent from Client Collaboration.

In subsequent years, clients who successfully logged in to Client Collaboration do not have to re-register. Instead, they will receive a "Welcome back" message and can log in using their prior credentials. If needed, they can use the Forgot Password option on the login page to reset their password.