TaxFolder printing and processing

now that we are in the thick of it, have a few suggestions:

  1. allow file sort in Taxfolder by client last name, not first name
  2. when naming folder in Taxfolder, use the primary taxpayer, not the first one sent for naming the folder
  3. allow to send client copies of returns directly from Taxcycle or Doxcycle, in addition to drag and drop.

The last one is part of tonight’s release for TaxFolder. The print menu update in TaxCycle will be made available shortly as an optional download to support this change.

I have made note of the other feedback and appreciate any other improvement suggestions coming our way as we take a breather and start thinking about our plans for TaxFolder 2.0

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