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.
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.
You can View or Edit a file by clicking on the [...] button under the Action column.
This is specifically useful when reviewing the client's annual questionnaire. You can View/Edit the questionnaire in case you need to make any changes while reviewing.
Go here for a guide on navigating the annual questionnaire.