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Client Portal Settings

Updated: 2022-03-16

From the Client Portal page in TaxFolder Account Settings, you can control what actions are available to your clients in the client portal

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

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