Would love a dedicated TaxFolder app for clients!
I constantly get asked what the login site is called, or have clients accidentally end up in the TaxCycle portal meant for accountants. An app would make it simple, clear, and way easier for them to access their documents any time of year.
2 Likes
Thats a good idea. what would be the top level folders in the app?
– benipaljaswinder54Preparer Documents, Approvals & Signatures, Files Shared, Personal Files, Notes
– helenklassen3