video1.0<iframe src="https://www.loom.com/embed/014e0b1d92a5497ab9c7832d0a2f8395" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/014e0b1d92a5497ab9c7832d0a2f8395-2c8e87de7a06a1a0.gif280.278Hi Patricia, I’m going to show you how we deliver the client updates through the backend portal. First, log in and clear filters, then search the client by name, and open the pipeline entry with the most steps, skipping steps if she never moved past payment. Once the tax return is completed by Jay, go to step 33 Submit e file, locate the document, upload it, and make sure the confirmation email sends. For extension clients, send the extension email template 2025 extension acceptance. Please let me know once you’ve done this for one client and the email was sent and received.