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TaxFolder E-Signatures and More (video)

Updated: 2022-03-23

TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle Suite.

In this TaxFolder webinar, you’ll learn how to:

  • Set up TaxFolder
  • Use the TaxFolder client dashboard
  • Manage engagements in TaxFolder
  • Request electronic signatures from TaxFolder
  • Resend or edit a signature request
  • Manage client document sharing with the client portal
  • Use TaxCycle to request and manage electronic signatures
  • Retrieve documents signed or shared by your clients

Presented by: Sarka Hojda

Date of broadcast: Thursday, October 14, 2021