48 votes

Since clients can not create a folder on the portal we need to have a quick way to create a current tax year folder that pushes out to all clients on the portal. I have clients contact me every year asking what folder on the portal they should upload their current year documents too. It would be nice in December or January if I could just click a button and have a current year folder pushed to all my clients for them to upload to.

Suggested by: Ryan Jenkins Upvoted: 27 Feb Comments: 2

Under consideration

Comments: 2

Add a comment

0 / 1,000

* Your name will be publicly visible

* Your email will be visible only to moderators