Complete the Client Optimization document

This topic applies to OnPoint Collaborate.

Learn more about OnPoint Collaborate

The Documents page acts as OnPoint Collaborate central hub for engagement documents. Select a document to open it. You can also pin documents that you use frequently by selecting the pin icon () next to it. You can also move documents and copy them to the Cloud site.

Initially, the Documents page displays one document, the Client Optimization checklist. It consists of questions and inquires that you need to respond to. The responses you provide automatically populate additional content and documents in the file.

For example, if you provide Audit as the engagement type, then the Type of audit inquiry and the Client year-end date inquiries populate in the document.

Based on the responses provided, the 101 PBC - Request General Information document displays in the file.

Complete the 100 Client Optimization document to populate content and documents in the engagement. For details on how to complete a checklist, see Complete a checklist.

To sign off on the Client Optimizer as either a Preparer or Reviewer, select Sign Off at the top-right corner of the document.

In OnPoint Collaborate, documents populate within four phases in the Documents page:

  • Collaborate
  • Current Documents
  • Permanent File Documents
  • Tax Return

Each phase has its own progress indicator that shows the document signoff progress for each phase. For example, if two out of eight planning documents in a specific phase have been reviewed, the indicator shows 25%.

To view all available documents in OnPoint Collaborate, select More Actions () | Hidden Items.