TaxFolder - New notification options

TaxFolder
1

TaxFolder now includes additional account settings based on your feedback which allow you to:

  1. Disable the Invitation to use TaxFolder email for ALL clients.

  2. Manage which clients get the Invitation to use TaxFolder from the TaxCycle print settings when adding a new client if the notification is enabled in TaxFolder.

  3. Activate or deactivate the Documents upload tab in the client portal for ALL client engagements or selectively by engagement.

Full release details can be found at TaxFolder Update (February 23, 2022) | TaxCycle