TaxFolder Update (January 23, 2022)

On January 23, 2022, we deployed an update to This update includes a major technology upgrade and several other customer-requested enhancements.

Technology Upgrades

  • Back-end updates to improve document processing, reliability, and stability.
  • Technology updates to improve security, scaling, and reduce bottlenecks.
  • Improved handling for clients that have relationships with multiple firms in TaxFolder.
  • Improved performance of uploading documents to TaxFolder.


  • Added support for 2022 tax years when creating an engagement.
  • Customer Request Added the ability to assign the preparer when creating a new engagement.
  • Added a new message to alert users if their browser needs updating to support TaxFolder electronic signatures.
  • Customer Request Changed the default for completed signatures or approvals on the engagements in the Client Dashboard to show as Download Completed instead of View Original.
  • Customer Request Disabled ability for clients to upload documents to Completed engagements.
  • Changed the sorting of engagements to descending by year, then by creation date, in the drop-down menu at the top of the Client Record. This same sort order is used to display the most recent engagement in the Client List on the Client Dashboard.
  • Added warning if the client selects to close the browser before the signature on a document is submitted.

Documentation and Video Additions

Resolved Issues

  • Customer Report Fixed Company name and Email message body where & was showing as &amp.
  • Customer Report Fixed the tax year not updating in the engagement label when changed for T2 engagements.
  • Customer Report Fixed an issue where a blank signature could be submitted for a signature request.
  • Fixed an issue where the license breaks if a license holder is changed from Admin to Staff by preventing downgrading accounts from Admin to Staff.
  • Resolved with next TaxCycle releasedeleting the document request in TaxFolder does not update the bulletin in TaxCycle.