I couldn’t see an answer to this, so hopefully it hasn’t been asked before. Where do I see if a client has or hasn’t accepted an invitation and whether or not the invite has expired? Is there a notification setting somewhere I need to change to get these?
Currently there is no visibility in the preparer dashboard for whether or not a client is connected in TaxFolder. A feature for this is now making its way to the top of our customer wish list. We understand this lack of visibility is a pain point we need to solve going into the next tax season.