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.