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Uploaded files

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.

2 Likes

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.