View Preparer Documents in TaxFolder

Updated: 2023-02-14

When you share documents with your clients using TaxFolder, you can view these documents from the client’s engagement.

  1. Scroll to the Preparer Files section in the engagement to see a list of the files uploaded.
  2. Click the Upload Files button or drag and drop documents onto the table to add more documents to the list.
  3. Click the Download All button to package all the files in a zip file and download them to your computer.
  4. Click on a File Name to view a document.
  5. Click the trash can icon to delete a document, then confirm its deletion. Deleting a document is permanent. This also deletes it from the list of documents your client can see. (Your client can also delete documents from this list from their client portal.

Screen Capture: Preparer Files