Based on recent user feedback, TaxFolder now includes the following enhancements and fixes.
For Tax Preparers
New settings allow preparers to configure email addresses shown when sending emails from TaxFolder:
Set the reply-to email address to either the preparer or the business email address.
Set the from email address to either the preparer or the business email address.
Set the format for the From line to either: [Preparer Name] via TaxFolder or [Business Name] via TaxFolder
Clicking the link in the email notifying you that a document was signed or approved now takes you directly to the engagement rather than to the Client Dashboard, providing you are already signed in to TaxFolder.
Email templates now support messages of up to 2000 characters.
The email notification to the preparer when the client uploads documents now waits until the document upload is complete.
Admins can now edit team members’ first name, last name and email address from the Manage Team screen.
Team members can now edit their email addresses from their Account Settings.
The customer-reported issue of an error when creating a ZIP file for all client files has been resolved by removing colons from the name.
Usability improvements to the signing page to address issues when viewed on mobile devices:
Moved the Next Field and Send Signatures buttons to the left.
Moved the Download Original link to the right.
Improved the contrast of the colour of the text listing the number of remaining fields.
Enhancements to the Documents view in the client portal:
Clicking the title in the Description column opens the document for signature or approval.
The title of the View Original column was shortened to View.
The mobile menu at the top right of the client’s portal is no longer cut off when viewing on an iPhone X.
Fixed the display of the preparer and business information on engagements in the client portal when a client has engagements from different firms which are unassigned.
Extended the activation link to time out after 48 hours.
In TaxCycle, as of the Next Release
Completed dates and signatures fit better in their boxes on templates.
Print Family from TaxCycle no longer causes duplicate engagements in TaxFolder.
Improved error handling for email templates that exceed the maximum number of allowable characters.