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Manage Your Clients

Here's how you can manage all your clients at one place through Change's Dashboard

Change's Dashboard offers a centralized platform to manage your clients seamlessly. View client status and history, take necessary actions, upload documents, invite clients to join Change, and handle all related tasks efficiently—all in one place.

Client Profile

  • Click on View Client to access the client profile and take necessary actions

  • The client profile includes all state filings and due dates

  • On the top, there is a section that tracks progress in the next 60 days:

    • Good - completed renewals

    • Due soon - renewals that are currently in progress

    • Overdue - renewals that are incomplete and past the submission deadline

  • The first signatory and second signatory are the main contacts from the nonprofit

  • Under Details are more information on the nonprofit, including EIN, phone number, main email, website and address.

  • Under Filings will be all the filings, their due dates and current status. The status can easily be updated by clicking on the current status and selecting from the following:

    • Not started - state renewal form has not yet been started

    • Form in progress - state renewal form currently being worked on

    • Form under review - state renewal form is under review by client

    • Form reviewed - state renewal form has been reviewed by client

    • Submitted - state renewal form is complete and submitted

    • Deficient - state renewal has been submitted, but is deficient

  • Additionally, you can click on the - in every column to edit information for each filing (ie - Registration #, extension dates, billing date, etc.)

  • Next, click on "View filing" next to the state renewal to see which tasks are pending action (ie - Fill out renewal form).

  • You can update the status of the specific renewal from the drawer by clicking the current status and choosing from the listed options.

  • Depending on the status you select, certain tasks will open up to action.

Protip: You can click on Download explainer to understand how we are filling in the questions on the state forms.

  • Additionally, you can also download specific attachments needed for some of the state filings.

Adding Documents

  • To upload documents (ie - IRS 990 form, screenshots, emails, etc), go to the Documents tab and click on + New document.

    • Most formats are supported, including .PDF, .DOCX, .CSV, etc. No videos.

  • You may upload the following type of documents:

    • 990 Form

    • Annual questionnaire

    • Nonprofit filing data

    • Other (ie - PDF copy of registration, screenshots, emails, etc)

  • Note: These are the three key documents that we'll pulling data from in order to auto-fill fields in the state renewals.

  • By clicking the [...] button under the Action column, you can:

    • View or Edit a file, especially when reviewing the client's annual questionnaire

    • Provide a link to the client's questionnaire by selecting Copy link

    • Print out a printer-friendly version of the document for your records

    • Lock/Unlock the annual questionnaire to control the client's access to it after submission

    • Delete the document

Go here for a guide on navigating the annual questionnaire.

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