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TaxFolder Update (December 4, 2024)

On December 4, 2024, we deployed an update to TaxFolder that includes the following improvements and fixes:

  • Upgraded TaxFolder to use .NET 8 technology.
  • Added French support to electronic signature certificates. 
  • Updated email notification templates with the following changes:
    • The “upload documents” email template sent to clients now includes a paragraph instructing new users to complete their account setup if they have not done so yet.
    • The “signature request” and “documents completed” email templates now include the signer name when there are multiple signers on file.
  • Resolved an issue where team members with the “Staff” role were able to view event history as only users with the “Admin” role should be able to view history.