On May 24, 2023, we deployed an update to TaxFolder that includes several improvements and fixes.
New! Delete Client
You can now delete a client from the client list or from the client engagement page. Please note the following:
Deleted clients can no longer access their Client Portal.
Links to any in-progress signature or approval requests for a deleted client will return an error message.
TaxCycle will display an error message if you try to send a request to a deleted client.
You must restore a deleted client in TaxFolder to send them a request from TaxCycle.
Restoring a deleted client also restores access to all the related engagements and documents.
Other Changes
Added a new drop-down menu next to each client name to allow for adding an engagement, resending a client invite, editing client profiles and deleting or restoring clients without having to navigate to the client engagement page.
Added an option to show or hide deleted clients in the client list in the Client Dashboard.
Resolved Issues
Moved the creation of a new firm from the main sign in button to a new page to address an issue where firms were created unintentionally in some circumstances. See the Getting Started with TaxFolder help topic to learn more about creating a firm.
Fixed the onboarding process for new team members who have admin access to take them directly to the Preparer profile section instead of through the entire onboarding process.
Customer Reported Fixed the page title in the browser tab when a client has multiple profiles to choose from.
Resolved an intermittent issue that occurred when converting to PDF and the document signature request included an image.
Added a confirmation requirement when resending a client or a preparer invite.
Customer Request TaxFolder now automatically changes the engagement status to “In Progress” when sending new signature requests from TaxCycle to a completed engagement.
Customer Reported Fixed an issue where the signature was getting cut off when changing from landscape to portrait mode on certain mobile phones.
Customer Reported Reduced the overall width of the signature field to better accommodate common forms.
Improved error handling for DataTable errors and added a refresh button to all of the dashboard tabs.
Customer Reported Resolved reported concurrency issues related to working in multiple tabs in a browser or with multiple users in the same firm.
Customer Request Added the Preparer name in the shared secret email notification when adding a new team member.
Fixed an issue where the country flag did not save after editing a client.
