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Electronic signatures and secure client portal from the makers of TaxCycle

Sweet TaxFolder Deals for 2024

Individual TaxFolder License

$349 $199/each additional user

Complete Tax Suite + TaxFolder Bundle

$2469 $899/each additional user

  •   Unlimited signatures for 250 clients*
  •   Each additional user includes unlimited e-signatures for 250 more clients

*A client is one individual or entity for whom you file a tax return; a family of four with four returns filed is considered four clients.

Sign Up Now

Sweet TaxFolder Deals for 2024

Individual TaxFolder License

$349 $199/each additional user

Complete Tax Suite + TaxFolder Bundle

$2469 $899/each additional user

  •   Unlimited signatures for 250 clients*
  •   Each additional user includes unlimited e-signatures for 250 more clients

*A client is one individual or entity for whom you file a tax return; a family of four with four returns filed is considered four clients.

Sign Up Now

Screen Capture: Recording Signature in TaxFolder

Secure electronic signatures

Add e-signatures to your tax practice. Get unlimited signatures for up to 250 clients (more if you add licenses). Clients can easily sign from their phone, tablet or computer and download a copy for their records. 

Screen Capture: Upload Documents to Client Portal

Convenient document portal

Invite your clients to their client portal to safely send you financial documents. Securely send returns back to them for review before filing. From tax preparer to client and back again, in no time and without leaving your desk.

Screen Capture: Client TaxFolder menu in TaxCycle

Smooth TaxCycle integration

Request signatures or send documents for review directly from TaxCycle. TaxCycle automatically tracks e-signatures in its workflow. Download signed documents from within TaxCycle. Search the Client Manager on document signature status.

Schedule a live demo with a TaxCycle expert

 Book Your Appointment Now

We can speak to someone who understands and quickly explains what to do. That saves us time.

Marc Guillemette CPA auditor, CGA, MBA
Marc Guillemette, CPA
Magog, QC