TaxFolder Update (March 6, 2021)

We have deployed an update to based on recent feedback.


  • Improved error messaging if you try to add a team member who is already associated with a different firm.
  • Added a redirect to a password changed confirmation page that includes options to return to TaxFolder. 
  • Added support for area codes 833 and 672 (Fixed everywhere except when sending a document for signature from the TaxFolder Client Dashboard).
  • Updated activation email to warn that the activation link expires after 24 hours.
  • Added the following new topics to documentation:

Resolved Issues

This TaxFolder update also contains a fix to address the creation of duplicate engagements; however, the changes will only take effect once you install the next TaxCycle release.