TaxFolder Update (April 6, 2021)

As of April 6, 2021, TaxFolder includes the following enhancements and fixes. This update:

  • Adds the ability to share files with your clients directly from TaxCycle. This includes a new section on the engagement record in TaxFolder for managing these shared files. See the Share Documents With Clients Via TaxFolder From TaxCycle help topic. Please watch for news about an optional download-only TaxCycle build to try this feature.
  • Adds a dashboard alert in TaxFolder when clients upload documents.
  • Adds the engagement label to the document upload email notification and link to engagement.
  • Adds a system requirements page to the TaxFolder website.
  • Adds a page to display when the site is undergoing maintenance.
  • Fixes the resource issue causing site outages.
  • Sets TaxFolder to retain the number of clients shown on each page of the dashboard within the current session. If you sign out, the list resets to the default 25 clients per page.