Im curious if anyone wants to share how they use TaxFolder for the annual T1 document gathering.
I used iFirm in the past. It was okay but the service from WK has been declining. Clients would upload to a yearly folder that was automatically added and the send me an email. Multiple persons could have access to the same.portal (spouses could add their own files)
TaxFolder has to be setup individually with on portal pee taxpayer.
How do you initiate opening a folder?