Apologies if this has been covered before but I couldn’t find anything about it. I just started using taxfolder this season.
Is there a way to import the client information from taxcycle into taxfolder? I’ve tried the “go to taxfolder” button but it’s just opens taxfolder. It doesn’t populate a new client.
Can anyone direct me to what I’m looking for?
Have you check this out? I’m sure you will find what you need. I only use it for signatures, so I am not familiar with the other features.
If client is not already in TaxFolder and you are wanting to send digital docs to the client via TaxFolder, when you print the T183 to TaxFolder, TaxCycle will create the client in TaxFolder and then you can go to their ID and upload the docs from the preparer.
@anni is correct. Clients are added individually as required using the print to PDF and selecting TaxFolder. There is an option to also trigger the Invitation to TaxFolder on print if you are using the client portal to gather or share documents. Alternatively, you can manually add clients in the TaxFolder Client tab.
I am wanting to be able to create a client in taxcycle, then export/import them to taxfolder so I can send them the engagement letter, etc, then have them upload whatever documents they want to send me.
It seems logical to me to have the ability, that once they are created in taxcycle, to be able to push a button to export them to taxfolder. it would save having to input their information twice and thereby eliminate potential transfer errors.
I am understanding that is not an available option. is that correct?
@sarka is saying in the previous postthat is done by printing a pdf (engagement letter, etc) to Taxfolder…