Resend the TaxFolder Activation Email

Updated: 2023-02-07

To resend an activation email through the TaxFolder Client Dashboard:

  1. Sign in to TaxFolder.
  2. On the Client Dashboard, click on the client’s name to open their record.
    Screen Capture: Client Dashboard
  3. On the client’s record, click Client Settings.
  4. Select Resend Activation Email.
    Screen Capture: Resend Activation Email

An alternative to resending the activation email is to trigger a password reset email for the client. Either you can do this or your client can. Note that this does not send the activation email, but it does send the link required to set a password and gain access to TaxFolder.

See the Reset Your Password help topic for more information on how to reset client passwords.