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TaxFolder Start Guide

This guide will help you quickly start using TaxFolder in your practice. You will learn how to set up your firm, invite clients, and use the secure portal to exchange tax documents and manage electronic signature requests.

1

Connect and Configure

Your must first connect to TaxFolder and set up your firm.

Learn More  
2

Send E-signature Requests

Try your first signature request to see how the process works.

Learn More  
3

Share Documents and Manage Engagements

You can use TaxFolder to just send e-signature requests or invite your clients to their secure client portal to exchange information.

Learn More  

Initial Configuration

Install your software and tailor it for your firm and clients.

Start configuration  

Preparing Your First Return

Discover the workflow and tools for efficient tax preparation.

Prepare a return  

Ongoing Support and Resources

Once you're set up, TaxCycle is here to support you throughout the year.

Go to the Help Centre