From the Notification Settings page in settings, you can choose whether to send an activation email to new clients and whether to automatically as clients to upload documents when creating a new engagement. Review these settings before adding new clients.
You cannot add a person as a team member AND add them as a client using the same email address. If you want to send documents to yourself or others who have access to the TaxFolder Client Dashboard, you must use a different email address when you treat those people as a client (request signatures, etc. from them). It cannot be the same email address they use to sign in to the Client Dashboard as a tax preparer.
In addition, when you go to sign a document sent to that "client" email address, we recommend using a different browser (not just a different browser window or tab). While you can sign out of the browser where you are signed in as a preparer, using a different browser ensures it uses the correct sign in session and cookies.