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Notification Settings

Updated: 2021-03-22

From the Notification Settings page in TaxFolder Account Settings you can configure when to receive email notifications for certain actions taken by clients, and when to send clients automated emails based on your team's actions.

Notifications to Team Members

Check the boxes if you want to send email notification to the team member assigned to the engagement:

  1. When a client uploads a new document. Checked by default. If the client uploads multiple documents in the same sessions, one email is sent for all the documents uploaded.
  2. When a note is updated for an engagement. Unchecked by default.
  3. By default, TaxFolder always sends an email when you assign a client or engagement to the team member.
  4. Click the Save Updates to save your changes.

Screen Capture: When a client uploads a new document

Notifications to Clients

Check the boxes if you want to send email notification to the client:

  1. When your firm marks an engagement as complete. Unchecked by default. 
  2. By default, TaxFolder always sends an email to the client when:
    • They are first added to TaxFolder.
    • The preparer requests they approve or sign a document.
    • The preparer resends the document request.
    • The preparer adds an engagement through the TaxFolder Client Dashboard or asks a client to upload documents from within TaxCycle.
  3. Click the Save Updates to save your changes.

Screen Capture: Actions that generate notifications to clients

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