We have many of our clients that have more than one corporation/entity. Will they be able to access all their companies with one Taxfolder login? I see online that you can set up multiple engagements for each client, just want to make sure that this will work for us.
Example
Joe Smith has one email address and 3 corporations. With this 1 email address and login, will he be able to access and upload documents to each corporation and his personal tax under his 1 Taxfolder login?
That is correct. You can to create separate “Engagement(s)” under a single client entity (one email/login).
Engagements are created for each client based on type of return and year (ie 2021 T1 or 12/31/2021 T2). You can use the custom engagement label to identify which entity the engagement belongs to.