TaxFolder - adding signatures (Feedback)

TaxFolder
1

I’ve been sending out T1-OVPs for signatures from clients and have been using the TaxFolder’s “New Approval Request +” to add the document and place the signature and date fields.

It’s amazing! If you didn’t know you could do this, now you do.

I would love to see the ability in the future to add Initial Boxes and checkboxes as well in the future.

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2

I will make a note of this suggestion - I am sure others will find that useful too.

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I had a few instances that could not be fixed

  1. some areas in Northern Alberta and the Territories, where for some reason the pin code never came through on the phone
  2. in case of an elderly couple, the one spouse which had passed away, and the son was the signatory for both… did not want to work somehow, think it had to do with that he was signing on both in dual capacity with the pension income split… (he had no problem with his own returns)
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Had many issues with any returns with pension splitting. Not sure why but it was a complete PITA

5

There is a bug in the Pension Splitting that was identified when the spouse was the transferring pensioner that caused signature boxes to fall on the wrong signature lines. This is fixed for both DocuSign and TaxFolder and will be part of the next release of TaxCycle.

We posted a help topic for the T1032 recommending this form be sent as a separate print set since it needs two signatures and everything in the print set gets sent to both parties when this form is included in the print set.

Coming soon to TaxFolder is a warning to help iPhone and iPad users when the browser settings on their device need to be updated to support SMS along with an improved SMS screen.

6

New to TaxFolder and this initial post about checkmarks and initials is also a feature that would be helpful for me…I had hoped to send my engagement letters via the Approvals section but my existing letters have several questions that need to be answered with checkmarks, so looks like I need to revamp to eliminate those checkmarks. Just curious if the option is still being looked at? I see that I can prepare a form in Adobe and upload it to the client instead, but would be great to be able to to use the e-signing in TaxFolder for documents that also need initials and checkmarks in addition to date and signature. Thanks!

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This is on our list of possible improvements and something we are considering as part of future cloud and TaxFolder development but not on the short-term roadmap. We have a Product Suggestions category that includes a voting option so we can gauge interest level for each suggestion. It would be good to also make sure this is posted there as we do monitor the Product Suggestions category and use the number of votes to help us set priorities.