I just received an email from TaxFolder with the topic “Engagement ready for processing”. A client had uploaded documents to TaxFolder and when they had concluded they hit this new I’m Finished button… which presumably generated the email.
I just wanted to say Thank You for this.
Today was the first time that I noticed this feature.
There have been a few occasions where I thought I had everything to proceed with preparation with a clients return only to find they would randomly just upload more documents. This appears to be a great solution to that.