How To Add A Client To SeQwens

In this article we will cover the method for adding new clients to your SeQwens Tax Company account.

How To Add A Client To SeQwens:

Step #1

From your dashboard click Client Management in the left navigation bar to go to the Client Management page. This page allows you to view all the clients you currently have in SeQwens.

Step #2

From here you will select the Add Client button in order to add a client to your software.

The Create Taxpayer window will pop-up and you will need to enter some basic information about the client in order to add them to SeQwens. Auto Generate Password is selected by default but, if you prefer, you can create a custom password for them instead.

After each field has been filled out click Submit at the bottom of the form.

Step #3

Next you will need to locate the client you just added on the Client Management page. Clicking on that client’s name will allow you to view and edit their account.

From here you will have the option to fill in the client’s information yourself, we recommend this if the client is in your office or on the phone with you while you are setting up their taxpayer account.

Once the information has been entered or the client would rather enter the information themselves click Notify User to let the client know that a SeQwens account has been created for them.

Step #4

Your clients will receive an email letting them know that a SeQwens account has been created for them. Once he or she clicks Verify they will be taken to this screen showing them that their email address has been verified in SeQwen and prompting them to login to the software.

Step #5

Once logged in, the client will be required to change their password from the temporary one to one they can easily remember.

Your client is now able to fill in the information on their taxpayer profile page and upload documents directly to SeQwens, ensuring you and your clients have a smooth tax season.