QUICK LINKS & REFERENCE GUIDE
Some of these links are contained in your automations and other places, however this page will house all of your links in one place.
Universal Links
All team members can use these links
All Calendars - this links to all calendars.
#1 First Consultation (Virtual or In-Office)
#2 Onboarding Call - use this calendar to review the client's documents and information before moving to processing pipeline and preparing their return.
#3 Tax Return Review - use this to schedule a call to review the return with the client before sending to the IRS.
#4 Follow Up Call - use this calendar for any general or client follow-up calls.
Forms
Client Interview Form - complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
Document Upload Form - send this to a client to collect documents. You can also send as needed or if they have trouble logging into their client portal .
Missing Documents - Send, if you discover any documents / information while preparing their return.
INTAKE FORMS
Send these forms to collect client data for the year of the return they are preparing. The forms are connected to automations in your Taxli account. Please note that selected form is sent when the Client Interview Form is submitted.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
Other Links
Client Portal - Link to send clients just in case they forget the web address.
Referral Partner Sign Up - send this to your clients that want to become referral partners.
(*IMPORTANT* Referral partners must use they link they receive in their email to get credited for their referral in the Taxli system)
Submit a Referral - Send this to clients if they want to submit a referral.
(*IMPORTANT* Anybody can submit a referral through this link, however, the system will only track referral partners who use their personal link. You can use your own means of tracking as well)
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS