You can ask your clients to upload documents to the TaxFolder portal directly from TaxCycle.
The example below shows how to print the AuthRep worksheet and ask for clients to upload documents at the same time. You can use the same settings when configuring a print set, or when printing a different template or form.
To send the same emails from the TaxFolder Client Dashboard, add the client to TaxFolder. For instructions, see the Add/Invite a Client to TaxFolder help topic.
To resend an activation email through TaxFolder Client Dashboard:
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.
You can find instructions on requesting a password reset in the How to Sign in to TaxFolder PDF.