Share documents without emailing the client

Is there a way to create a print set, T1s and other annexes for example, share them with the client in TaxFolder without sending an email to the client. I find that creating repeatedly will do a lot of emailing to the client.

When you print to TaxFolder with the “Share files” option selected, a client notification is triggered for each print.

One work-around when sharing multiple files would be to print to a folder first and then upload the files in TaxFolder to the preparer files section to trigger only one email notification to the client.

Another work-around would be to create a custom print set in TaxCycle Options to ensure that all the forms you want to send the client are included in a single print to TaxFolder.

That would be great if the print set ever sent all of them at the same time. I’m still dealing with the same issues of it only sending 1, sometimes 2 out of the prinstset of three documents. I think this is year 2 or 3 of this issue :slight_smile:

My wish is that Taxfolder gives me the choice to send an email or not.

1 Like