On December 19, 2024, we deployed an update to TaxFolder that resolved issues discovered since the last release.
Resolved an issue where the “I’m finished” button in the Client Portal was not working as expected.
Fixed an issue where the signature menu did not appear in the correct place when editing a signature request document with multiple signature requests.
Customer Reported Resolved an issue where TaxFolder sent an email notification to the client rather than the preparer when the client uploaded documents to the Client Portal.
Fixed the search on the client tab when the list is filtered to exclude inactive clients.
