Your website always stays up-to-date with the latest changes to the tax law, because we constantly monitor the IRS website and apply recent changes to your site every quarter. During the first quarter of every year, your Financial Calculators, 3,000 Pages of Financial Guides, Tax Rates pages, and Tax Due Date Calendar undergo a massive update.

This year we added new sections to the Tax Rates page, New Due Dates to the Calendar and reformatted the Financial Calculators.

So as you can see, your website keeps getting better without you having to do a thing.

This month we’ve improved your ability to upload files to your client’s secure FileVault. Now you can easily upload multiple files to your client’s Vault location right from your Windows desktop.

You no longer need to log into the portal, then log into the Vault, then select the client folder, then upload files one-by-one into their folder.

Simply double click on the FileVault icon on your Windows toolbar at the bottom of your computer screen.

You’ll see this window come up. Click the “Browse” button to select the client folder that will receive the file(s). I selected Client Documents -> Demo Company -> Tax Returns -> 2007 in this example.

Now select the files you want to upload by clicking on the “Add Files” button. Select the files you want to upload, then click “OK”. You can repeat this process to gather all the files you want to upload to this client’s folder.

After selecting the files, click on the “Upload” button and the files will start uploading to the Vault as a Windows Background process so you can continue working.

If you haven’t downloaded the FileVault Windows Application yet, you may want to give it a try now because it can save you a lot of time when exchanging files with clients during tax season.

The FileVault Windows Application is only available to Gold and Platinum level clients. To download it, log into your Firm Portal, select FileVault, then “Download”.