TaxFolder Update (March 27, 2021)

As of March 27, 2021, TaxFolder includes the following enhancements and fixes.

For Tax Preparers

  • You can now update the client’s phone number or email address for a signature or approval request that was already sent without moving or modifying a signature field to activate the Send for Signature button.
  • The To line in the activation email no longer shows jumbled information when sent to a client whose name has accented letters.
  • Improved layout of the Client Dashboard when viewed on a mobile device.
  • Resolved an issue preventing deletion of your profile picture.
  • Resolved an error that occurred when changing an engagement to Completed.

For Clients

  • Refined the Documents view in the client portal to improve usability, including improving wording and colours on buttons and document status indicators.
  • Added validation to prevent end users from submitting a signature that is only one dot in the signature field.
  • Added the ability to edit a signature before sending.
  • Improved handling of client file uploads where the document file name includes a period.

Coming in the Next TaxCycle Release...

  • The TaxFolder icon showing in the print set in the Print/PDF sidebar to indicate when a print set will print to TaxFolder.
  • The single-form print dialog box displaying the phone number TaxFolder will use to send a verification code for confirming the person's identity before signing a document.
  • Completed dates and signatures fitting better in their boxes on templates.
  • Print Family from TaxCycle no longer causing duplicate engagements in TaxFolder.
  • Improved error handling for email templates that exceed the maximum number of allowable characters.