Sorry if this has already been suggested elsewhere (or if it’s already possible and I haven’t figured it out). I’m using TaxFolder for the first year, and would be great if I could automatically add documents from TaxFolder to DoxCycle, both from the signed documents area and the client uploads. Thanks!
1 Answer
1You can’t do that but you can hit the “download all” in TaxFolder and drag and drop the zipped file into doxcycle.
This is on our list of requested integrations. Community, add your vote if you think this is important. We do pay attention to the votes here.
– sarka