Adding/Editing/Deleting Preparer Profiles

You can create and update Preparer Profiles for your clients using the options available on My Preparers screen.

Note: Users must be granted the Add/Edit/Delete Preparer Info right by the account administrator to performing the below tasks.

To add a new Preparer Profile:

  1. Select My Preparers under the Administration menu.
    The My Preparers screen is displayed with the list of existing preparers and the corresponding preparer form in the column on the right.
  2. Click Add New Preparer from the top toolbar.
  3. This activates the preparer record form on the right. Here, enter the preparer information in the respective fields.

    Note: Required information includes the Preparer Name or Alternate ID. Use the Alternate ID if the preparer is the company name, but each signer has different email addresses or phone numbers. Leaving the Preparer Name field blank on the Preparer Profile screen leaves the Preparer Name field blank on forms, to be overridden as desired.

  4. Click Save from the top toolbar.
    The new Preparer is now added to the list.

    Note: You can also Select a Default Preparer for your account that will automatically be assigned to any new client profiles. Default preparer assignment is an account-level setting, not a user-level setting.

To edit a Preparer Profile:

  1. On My Preparers screen, select the required preparer from the displayed list.
    Corresponding preparer form will be displayed in the right column.
  2. Click Edit from the top toolbar. This activates the preparer record form on the right.
  3. Make the necessary edits to the preparer information in the respective fields.
  4. Click Save from the top toolbar to save the changes made to the preparer information.

To delete a Preparer Profile:

  1. On My Preparers screen, select the required preparer from the displayed list.
    Corresponding preparer form will be displayed in the right column.
  2. Click Delete from the top toolbar. A confirmation dialogue box is displayed.
  3. Click Yes to permanently delete the selected preparer. If the deleted preparer was associated to any client profiles, those profiles will show No preparer afterward.