DoxCycle Merge with TaxFolder

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Since TaxFolder came along and AFR, Doxcycle, to me is a little redundant. It is my experience that I get very little in actual paper, the majority of the information arrives from employers, banks, brokers electronically. If TaxFolder can provide “specific” folders for clients to drop each type of the most common forms into and where we the taxprepers can open and view directly from within the taxfolder to verify against the AFR download, that would greatly improve efficiency. If there can be a check mark indicator that the document has been considered/etered into the actual return…perfect!

I’ve also experienced client’s forgetting how to sign in and how to navigate TaxFolder…if there could be clearer or colour coordinated tabs indicating “from your accountant”, “for your review”, “for your approval” etc.

I also would like for TaxFolder to have the ability to have the clients to complete certain information ie fillable pdf forms (where they have to provide information like sale of home, km driven, square footage of workspace, etc. For Example, I sent out a Tax CheckList, that requires the client to provide any updates to their information (address, cell numbers, dependents, and the aforementioned tax information…however they have to download it from TaxFolder, complete it in some other PDF capable program and then upload back to TaxFolder.

Ideas…doable, not doable…I don’t know, but would be nice!

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Agree with @nFinancial on most of these points.

TaxFolder needs subfolders - for organizing the categories of documents, as well as flagging different information.

The pre-season checklist needs to be fluidly fillable - it’s almost pointless when they don’t have a printer, and do not use a PDF editor.

As for DoxCycle - there is still benefit for some clients submitting a ton of information even as scanned PDFs, so I do not completely agree that it is redundant.

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Agree at least in part with @remi…95% of the stuff I put in DC comes in to me as JPG or PDFs with very little being physical paper. While the Import function works…OK…it could use some help, mostly on item recognition. It’s useful though, for those clients with only small amounts of material to store…if they’re larger volumes, I keep them separate from the tax files (not my preference though).