Deactivating, Deleting and Reactivating a client

Deactivating, Deleting and Reactivating a client

Introduction

  1. With this new feature, a firm can simply Deactivate and Delete any Client which is wound up or no longer active with the firm.
  2. Reduced charges are applicable for keeping the data of Inactive clients without deleting it. However, the charges can be completely removed by deleting a Client. Once a client is deleted, all jobs, data and documents are completely deleted and cannot be retrived back. 

Deactivating a Client

Step 1 - Log into Sorted and go to Clients> Manage Clients page.

      

Step 2 - Click on the Deactivate Client option available under the action menu.

      

Step 3 - A confirmation pop-up message will appear, click on the Deactivate button. We recommend you go through the message before deactivating a client. It is also recommended that you complete all the jobs and download the Sorted work paper file for your records before deactivating a client.
Note: Staff with Business Admin and Super User roles can only deactivate or delete clients. These options are not available to Managers and Preparers.
   

Step 4 - Once a client is deactivated, it appears in the Inactive Clients list. 

      

 Notes:

  • All the jobs of inactive clients appear under Clients> Manage Jobs> Inactive Job(s) section in the view only (non-editable) mode.

  • Sorted workpaper file can be Viewed and/or Downloaded, however, any data in inactive jobs cannot be edited.

  • Reduced storage charges will be applicable for keeping the data available in view-only mode.

  • A client can be reactivated anytime, however, if it is re-activated within an 18-month period, retrospective charges will be applied for all months when the client was deactivated.


Deleting a Client

Step 1- Only Inactive clients can be deleted from Sorted, hence, to delete a client users need to first deactivate it. To delete a client, go to Clients > Manage Clients > Inactive Clients page and click on the Delete Client option available under the action menu.

      

Note: Staff with Business Admin and Super User roles can only deactivate or delete clients. These options are not available to Managers and Preparers.
Step 2- A confirmation pop-up message will appear, click on the I agree  checkbox to reconfirm the action and then click on the Delete button. We recommend you go through the message before deleting a client. 

      

Step 3 - The Delete action will move the client under Deleted Clients page. The action will delete the client including all the data and documents from all the jobs of that client. The deleted records cannot be retrieved back hence it is recommended users complete all pending actions for jobs and download the Sorted workpaper file before Deactivating and Deleting a client.

Reactivating a Client

Step 1 - A deactivated client can be reactivated anytime before deleting it. However, if it is re-activated within an 18-month period, retrospectively charges apply for all months that the client was deactivated.
Step 2 - To reactivate a client, go to Clients> Manage Clients> Inactive Clients page and click on the Reactivate Client option available under the action menu.

      

Step 3 - A popup message will appear, click on the Re-active button. Once reactivated, the client will start appearing under the Active Clients list. All the jobs will also be available in normal mode, the data and docs can be updated thereafter. 

      

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