You can invite clients to upload documents to the client portal at the same time as requesting an electronic signature.
Clients must complete the activation of their TaxCycle Account to sign in to the portal. If they’ve lost that activation email, they can request a password reset to complete the activation.
Once a client has access to the portal, they can see all the documents they’ve shared, signed, or that you’ve shared with them, grouped by engagement.
How to Sign In to the Client Portal
Clients can access their portal through one of two ways:
- Clicking on a link in an email sent from TaxFolder and going directly to the TaxCycle Account sign-in page, or
- Going directly to taxfolder.com and clicking the Sign In Now button.
- After successfully signing in, they are automatically redirected to their client portal.
The client portal lists all the engagements that you have created for them in the Client Dashboard. For more information, see our help topic Managing Engagements in TaxFolder.
- Each engagement displays in its own box along with its status: an engagement is either Complete or In Progress.
- Under CONTACT INFO, clients can see the tax preparer and firm assigned to the engagement, as well as the preparers or company’s email address and phone number—depending on how you have configured your TaxFolder firm settings.
- To view documents related to an engagement, click the Documents button.
- If the Documents button has an orange bubble, that indicates how many documents require a signature or an authorization.
The Documents area for an engagement has three tabs:
- Your Documents—documents that clients control.
- Documents for Signature or Approval—documents you sent to clients for signature or approval. This includes documents they have already approved or signed and those awaiting signature or approval. If the tab has an orange bubble, a document is awaiting signature or approval.
- Final Copies—documents you control, such as final copies of your client's tax return, or any other documents you share with them.
Your Documents Tab
- On the Your Documents tab, clients can drop files onto the file area. They can also click in the green area to browse for documents to upload.
- After uploading, clients can view any of the documents by clicking on the document name. These documents will also be accessible in the preparer dashboard—see Client Documents Uploaded To TaxFolder.
- Clients can remove any document uploaded in this section by clicking on the trash.
- When clients are finished uploading their documents, they can click Exit to return to the Your Engagements screen.
Documents for Signature or Approval Tab
On the Documents for Signature or Approval tab, clients see the list of documents you have sent them for signature or approval. This includes pending requests and those that are already completed.
- The Status column indicates if the request is pending, completed, or expired.
- Clients can click on the description or the button in the View column to view and/or sign the document. For pending requests, this goes to the signature/approval process. For more details on how this works, see our help topic How to Sign a Document in TaxFolder.
- Clients can click the drop-down list in the View column to enter the signature/approval process for pending documents, or to download the signed version of the document.
- Once done, they can click on Exit to return to the Your Engagements screen.
Final Copies Tab
On the Final Copies tab, clients will see and can download any documents you have uploaded. Clients can view and download files in this section, but they cannot add or delete any documents.
For more information on how to share documents from TaxCycle to the client portal, see our help topic Share Documents With Clients via TaxFolder From TaxCycle.
Once done, they can click on Exit to return to the Your Engagements screen.
While your clients’ sign-in session will automatically expire after a period of time, it is important to remind them to Sign Out of the client portal when they are done, especially if they are using a shared computer.
We recommend that clients add Two-Factor Authentication (2FA) to their TaxCycle account. This step provides an extra layer of protection for client documents stored in their TaxFolder account. For more information, see our help topic Two-Factor Authentication (2FA).