Current tax year folder creation for all portal clients

59 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.

Under consideration Suggested by: Ryan Jenkins (31 May, '18) • Upvoted: 08 Jan • Comments: 2

Comments: 2

11 Jun, '18
Natalya Volyanyuk
Or just allow clients to create their own folders.
16 Jul, '18
Teresa Karaffa
Yes! Please add this bulk portal folder creation feature. It is VERY time-consuming to create folders for hundreds of clients one at a time. They are often extremely frustrated that they cannot create their own.
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