Resend the TaxFolder Invitation Email

Updated: 2024-04-25

To resend an invitation email through the TaxFolder Preparer Dashboard:

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

An alternative to resending the invitation 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 invitation 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.