Notification Settings

Updated: 2022-03-16

From the Notification Settings page in TaxFolder Account Settings you can configure when to send clients automated emails based on your team's actions, and when your team receives email notifications for actions taken by clients.

Notifications to Team Members

Check the boxes if you want to send email notification to the team member assigned to the engagement:

  1. When a client uploads a new document. If the client uploads multiple documents in the same sessions, one email is sent for all the documents uploaded.
  2. When a preparer is assigned a client or engagement.
  3. When a note is updated for an engagement. 
  4. By default, when a client signs or approves a document, TaxFolder always sends a Document has been approved email to the team member assigned to the engagement and to the client.

notifications to team members

Notifications to Clients

Check the boxes if you want to send email notification to the client:

  1. When a new client is added trigger an invitation to use TaxFolder. This check box works together with the Invite a new client to TaxFolder check box in the TaxCycle Printer and PDF Output Options. You must enable both options for new clients to receive an email invitation to create an account in TaxFolder, when triggered by a request from TaxCycle.
  2. When your firm marks an engagement as complete.
  3. Default setting for "Ask client to upload documents" when you create a new engagement.
  4. By default, TaxFolder always sends an email to the client when:
    • New Document Approval Request - Triggers a signature or approval request
    • Resend document request - Triggers the signature or approval request to be re-sent
  5. Click the Save Updates to save your changes.

client notifications