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