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 renewals 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
Under "Your Tasks" will be all the renewals, 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
Additionally, click on "View state status" 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.
For example, if the current status is "Form under review," the task that will become available is to "Review form with client."
Adding Documents
To upload any documents (ie - IRS 990 form, screenshots, emails, etc), go to the Documents tab and click on + New file.
Most formats are supported, including .PDF, .DOCX, .CSV, etc. No videos.
You can View or Edit a file by clicking on the [...] button.
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.
Note: There are three key documents that we'll pulling data from in order to auto-fill fields in the state renewals:
Annual Review Questionnaire
IRS 990 Form
General Nonprofit information
Inviting nonprofits
To invite your clients to access the Change Dashboard on their end, go to the Client profile and click on Copy invite link.
You can include this link in an email to your client, which will prompt them to create an account and claim their nonprofit on Change.
Annual Review Questionnaire
To access the Annual Review Questionnaire, click on View/Edit in the Documents tab.
To send the questionnaire to your client, select "Copy link" and send the link to them directly via email.
Note: From the link, your client will need to create an account on Change (if they don't have one yet). This will give them access to fill out and view the questionnaire.
Your client will be prompted to include information to verify their nonprofit, including:
General information
Organization information
Addresses
Organization contacts
Extra details
Board Members
Bank information
List of accountants
Government grants
Additionally, your clients will be required to fill out specific information by state.
Afterwards, your client will need to notify you once they've reviewed or completed the questionnaire on their end.