It would be really helpful if we (the tax preparers) could tell when a client has downloaded the files that we have uploaded to their dashboard in TaxFolder.
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Thank you for this suggestion. We do have plans to add more visibility for client actions in your dashboard so you can see if they viewed/opened a document (for example). Currently this is focused more on the signature and approval requests section, but I will add this to the list of requested features for the file sharing section.
I’m brand new to TaxFolder and I thought I’d have the ability to see when a client has downloaded files I send (like E-Courier does) but unfortunately that doesn’t look to be the case. I found this post mentioning requested features - is it still being looked at? I’d like to know whether a client has actually reviewed what I have sent to them or not yet. Thanks!
This is on our wish list but I would suggest you post this in the Product Suggestions thread so we can gauge the level of interest from other TaxFolder users.
Thanks Sarka! I see there was already a suggestion there, so I voted, but I’m really surprised that there aren’t more votes for this. Are there other users that have some different process for sending documents (maybe they send as approvals instead?) that doesn’t make this as much of an issue for them? Or is that the tracking just doesn’t matter as long as they are getting signed authorization forms? I currently use E-Courier and it’s helpful to me to know whether a client has actually downloaded documents that I have sent yet or not. I would love to hear what process others use to get files to clients with TaxFolder (ie with or without tracking it - how are they using preparer files versus approvals section). Thanks!
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