How do I know when my quarterly Rapid Write-Up client has a quarter completed, and a subsequent quarter is in-progress?

You can see the status of any client from either the Partner Portal view or the Client Portal view.

You can see the status of any client from either the Partner Portal view or the Client Portal view.

From the Partner Portal View take the following steps:

1. Navigate to Portal Manager
2. Select the Clients tab if it is not your defaulted view
3. Find you client and view the respective data from the Status column

From the Partner Client Portal View take the following steps:

1. Use the Navigate by client search box to navigate to their portal
2. Select the Portal Manager
3. Select the Clients tab if it is not your defaulted view
4. Find you client and view the respective data from the Status column

When your accountant completes a quarter end close for a rapid write-up client the Status will display: RWU Completed.  Within 48 hours of your firm providing all the statements for the subsequent quarter your accountant will update the Status for this rapid write-up client to display: In-Progress