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How do I scope an additional year for a Rapid Write-Up Annual Client?

You can renew Rapid Write-Up for an annual client in just a few steps.

To scope an additional year or years for an Annual Rapid Write-up take the following steps: 
  1. Log in to your platform.
  2. Navigate to Client & User Management.
  3. Navigate to Clients.
  4. Select the corresponding Client.
  5. Click the View Scope button; this will launch the scoping tool.
  6. Click the Action button:

  7. Select the Renew Writeup option (note, this client must be a Rapid Write-up client for this option to appear)
  8. When the new window appears:
    1. Enter the Tax Year(s) you would like completed.
    2. Type your name in the Signature field.
  9. Click the Submit button.
Congratulations! You've successfully renewed your client's Annual Rapid Write-Up.