Client Portal Settings

Updated: 2025-01-14

From the Client Portal page in TaxFolder Account Settings, you can control what actions are available to your clients in the Client Portal as well as update your Engagement Branding and Site Branding. 

You can allow clients to upload files in the client portal by checking the File Sharing box on this page.

1. Clearing the Allow clients to upload files checkbox allows you to hide the My Documents tab in the client portal, preventing document uploads. If you clear this checkbox, your clients can still access Signature/Approval Requests and documents shared with them in the Preparer Documents tab.
2. To hide the My Documents tab for ALL existing engagements, check Apply this setting to all engagements tied to this organization. This does not delete any files previously uploaded; you can still retrieve them on the engagement page in the Preparer Dashboard. It only hides them from the client.
3. Click Save to apply these changes.