Pre-Season Planning Tip: Manage Your TaxFolder Client List

Manage your TaxFolder client list by deactivating clients who won’t be returning in the new tax year. This simple task can help you free up space for new clients.

Why You Should Clean Up Your Client List

Your TaxFolder license is tied to your active client count. If your firm exceeds its licensed client limit, TaxFolder will prompt you to add a new license, and will continue to show this message as long as you are over the client limit. To prevent this, we recommend deactivating non-returning clients before the end of the calendar year.

Any clients deactivated after December 31, 2026, will still count toward the licensed client limit. However, any clients you deactivate before January 1, 2027, will be excluded, freeing up space for new clients for the 2026 tax season.