TaxFolder Preparer Dashboard

Updated: 2024-03-01

When you request an electronic signature from TaxCycle, client information is automatically added to TaxFolder. The TaxFolder Preparer Dashboard displays the status of all your clients and engagements in TaxFolder. 

  1. Client List—All clients in TaxFolder. (This is not the same as the list in the TaxCycle Client Manager that lists all your clients and their tax returns.)
  2. Pending—Client engagements not yet assigned to a preparer. The numbered label on the tab tells you how many pending engagements are in the list. 
  3. In Progress—Client engagements assigned to a preparer. The numbered label on the tab tells you how many in-progress engagements are in the list.
  4. Completed—All completed engagements.
  5. Type in the Search box to filter the current list on data in any field.
  6. Export the current grid by clicking on the arrow. From the drop-down menu, you can:
    • Copy to place the rows on your clipboard.
    • Print to send the list to your printer.
    • Excel Export to download a XLSX file that you can open in Microsoft Excel®.
    • CSV Export to download a CSV file.
  7. Select how many rows of clients show on each page.
  8. Click Previous or Next to move through the pages of clients, or click on a number to jump to a page.
  9. From the In Progress tab, you can reassign an engagement or change the engagement status.

Screen Capture: TaxFolder Client Dashboard

Screen Capture: In Progress Tab