Customize how a Client's Files are listed

Eric Updated by Eric

TaxTools WorkShop has several features that assist in managing the files that are saved for a client. To see a client's files, left-click on the client's name. The files will show in the Client's Files section:

Since TaxTools WorkShop provides access to multiple products and multiple years of products, the filter in the Client's Files section is defaulted to Selected Toolbox but can be changed to All.

Selected Toolbox: syncs the list of Client's Files with the product that is selected in the WorkShop section.

All: shows all the Client's Files, broken down by product

Choose either Selected Toolbox or All to customize how your client's files are displayed.

How did we do?

Client password protection

Downloading IRS PDF forms