TaxFolder Update (March 13, 2021)

The latest TaxFolder update 

  • Moves the buttons on the signature screen to make them more visible on mobile devices. They now appear above the signature field.
  • Adds support for area codes 833 and 672 when sending a document for signature or approval from TaxFolder.
  • Makes Edit Client Info available again. See known issue.
  • Resolves an error that occurred upon saving signature locations when modifying a document signature or approval request.
  • Addresses issues with team members not being able to access their TaxFolder account.
  • Addresses issues with not being able to create clients after updating their email address in TaxFolder.