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TaxFolder (Part 3) Sharing Documents and Managing Engagements - Video

Updated: 2025-02-03

In this webinar, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to share documents with your clients and track engagement progress.

Topics covered include:

  • Managing the Client Portal
  • Receiving and managing client documents
  • Sharing documents with clients
  • Managing engagements
  • Viewing event history
  • Completing engagements

Date of broadcast: January 30, 2025
Presented by: Sarka Hojda

 Back to Part 2