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.

Go to www.taxfolder.com/firm/home and sign in with the same account you used to purchase TaxFolder.
Update organization settings and invite staff.
Review email notification settings.
Open TaxCycle and sign in with the same account.

2

Send E-signature Requests

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

Track multiple signatures on T1032 forms.
Create a print set for e-signature documents.
Void requests and edit the client email address.

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.

Ask clients to upload source documents.
View documents uploaded by clients.
Share completed returns after filing.
Manage clients and engagements in the dashboard.

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