Patriot Software

Patriot Accountant Partners and staff with permissions can use the Full Service Onboarding Report to view each new full-service account’s onboarding step and status.

___________________________________________________________

Full Service onboarding report for Patriot Partners

How to View Client Full Service Onboarding Status

To access the report go to Reports &gt; Partners &gt; Client Company Reports &gt;<a href="https://login.patriotsoftware.com/accountantpartnerreporting/fullserviceonboarding" rel="nofollow noopener noreferrer" target="_blank">Full Service Onboarding</a>

Click on the client’s name to access their account.

- For imported companies: Click any link in the onboarding report to go to the settings page.
- For manually entered companies: Click any link to return to your last position in the setup wizard.

Search to find clients by Patriot Software ID number, or company name in the search bar

Filter using the tabs across the top of the report to filter by progress

- “In Progress” accounts
- “Fully Onboarded” accounts
- “All” displays all accounts regardless of status

Sort the company column alphabetically

Review Missing Client 8655s by click the button at the top of the report to easily view full-service accounts missing their IRS Form 8655.

1. To access the report go to Reports &gt; Partners &gt; Client Company Reports &gt;<a href="https://login.patriotsoftware.com/accountantpartnerreporting/fullserviceonboarding" rel="nofollow noopener noreferrer" target="_blank">Full Service Onboarding</a>
2. Click on the client’s name to access their account.
 - For imported companies: Click any link in the onboarding report to go to the settings page.
 - For manually entered companies: Click any link to return to your last position in the setup wizard.
 
3. Search to find clients by Patriot Software ID number, or company name in the search bar
4. Filter using the tabs across the top of the report to filter by progress
 - “In Progress” accounts
 - “Fully Onboarded” accounts
 - “All” displays all accounts regardless of status
 
5. Sort the company column alphabetically
6. Review Missing Client 8655s by click the button at the top of the report to easily view full-service accounts missing their IRS Form 8655.

The Full Service Onboarding report lists several important steps that must be completed to have your client successfully onboarded before the full service tax filing is set up. Below are the columns with possible display statuses.

Check out <a href="https://help.patriotsoftware.com/en/articles/15383670-partner-client-company-reports">Partner Client Company Reports</a> for more reports available exclusively for accountant partners.

Learn about the Full Service Onboarding Report for Partners

Partner Full Service Onboarding Report

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

COLUMN	DISPLAY STATUSES
Company	Company name and ID number
Products	All active products selected
ID Verification	Not Started Passed Failed
Bank Verification	Not Started Complete Pending Failed
Direct Deposit	Not Started Cancelled In Progress Pending Submitted Denied Verified Awaiting Penny Verification N/A (used when direct deposit not requested )
Contributions/Deductions	Displays # of deductions Displays # of contributions
Tax Settings	Not Started In progress (used for state settings only) Complete
Payroll History	Not Started (used when no payroll history is added, or if you have indicated that you do NOT have payroll history. The latter will not allow a clickable link.) In Progress Complete
Form 8655	Not Started Pending Receipt (8655 still needs submitted) Pending Verification (File uploaded) Processing Request (8655 received and waiting on the IRS verification) Verification Failed – (review failed 8655 for errors( Verified Additional Permissions Required
State Forms	Not Started Complete Failed In Progress N/A (used if not required for state filing)
TPA	Not Started Complete Failed In Progress N/A (used when not required for state filing)

Partner Full Service Onboarding Report

How to View Client Full Service Onboarding Status

Report Display Statuses