is it possible to send an email to all clients at once requesting personal tax documents from taxfolder?or from taxcycle like a batch?!
not at the moment as far as I know, but it would be a nice feature
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@james1 is correct - we do not have batch operations from Client Manager supported from TaxCycle to TaxFolder or within TaxFolder at the moment for a host of technical reasons.
The closest we have to “batch” is the family print option which does work with TaxFolder and could save some time where your are completing multiple returns in a single file.
It is on the wish list and something we hope to solve in the future.
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