Is there a way to batch add clients to Taxfolder without first asking them to sign a document? I’m going to use Docusign for my engagement letter and kickoff checklist, but I would like to be able to send my clients an invite to TaxFolder to share documents and eventually sign their T183. I’d really like to avoid having to add them all individually to Taxfolder to get them set up on the portal.
Not at this time. You can add your clients in the TaxFolder dashboard without having to print from TaxCycle. This will create the client and trigger a request to your client to activate their account. It will also create the engagement and trigger a separate request to upload documents.