When you request an electronic signature from TaxCycle, client information is automatically added to TaxFolder. The TaxFolder Dashboard displays the status of all your clients and engagements in TaxFolder.
Client List—All clients in TaxFolder. (This is not the same as the list in the TaxCycle Client Manager that lists all your clients and their tax returns.)
Pending—Client engagements not yet assigned to a preparer. The numbered label on the tab tells you how many pending engagements are in the list.
In Progress—Client engagements assigned to a preparer. The numbered label on the tab tells you how many in-progress engagements are in the list.
Completed—All completed engagements.
Type in the Search box to filter the current list on data in any field.
Export the current grid by clicking on the arrow. From the drop-down menu, you can:
Copy to place the rows on your clipboard.
Print to send the list to your printer.
CSV Export to download a CSV file.
Click on the arrow and select Hide deleted clients to hide deleted clients from the list.
Select how many rows of clients show on each page.
Click Previous or Next to move through the pages of clients, or click on a number to jump to a page.
From the In Progress tab, select an engagement to reassign it or change its status to complete.
Hover over each icon to see the Documents Status for requested documents, the number of client Documents uploaded and not marked as “used” in the engagement, and the Document approval status. Click the icon to sort the client list based on each status.
Hover over an icon in the Documents Status list to see the status of a request to upload documents. A green checkmark icon means all documents are uploaded and the file is ready to start, an orange clock icon means the document upload status is waiting for the client to take action, and a grey circle means not started.
Hover over an icon in the Document approval status list to see the status of the engagement’s signature and approval requests. A green checkmark icon means ALL signatures and approvals are completed, an orange clock icon means at least one request is waiting for a clientresponse, and a grey circle means no signature or approval requests were added to the engagement, or the engagement was not started.
