Updated: 2022-11-18

Under TaxFolder Account Settings, Administrators can change Organization settings that affect all members of the firm. Staff can only change settings that affect their own account.

Also see the help topics:

Changing the name, phone number and address on this page DOES NOT change the contact information in your TaxCycle Account used for purchasing TaxCycle. Please sign in to your account at to update that information. See also How to Change the Email Address Associated with Your TaxCycle Account.
      1. Business Name
        For Admins Only—Populated from the information in your TaxCycle Account when you first sign into TaxFolder. The Business Name is used in emails and displayed to the client.
      2. Business Address
        For Admins Only—The full address for the business.
      3. Business Phone Number
        For Admins Only—The full phone number for the business. For numbers outside of Canada, add the country code. For example, +44 (555) 123-4567.
      4. Send Email As
        For Admins Only—Choose a "From" address for sending emails to your clients from TaxFolder. Email still originates from the TaxFolder server using the email address This only changes the information that appears to the recipient in the From field of the email client.
        • Preparer via TaxFolder <>
        • Firm via TaxFolder <>
        We do not monitor the email address and automatically delete any email sent to this address. Anyone sending to this address will receive an automatic reply with a similar message.
      5. Business Email
        For Admins Only—The email address used for replies when you choose to direct replies to the Firm, below.
      6. Direct Replies To
        For Admins Only—Choose whose email address to direct replies to messages from TaxFolder. This sets the reply-to address on all messages sent from your account.
        • If you choose Preparer, TaxFolder uses the email address associated with the preparer assigned to the Engagement.
        • If you choose Firm, you must enter an email address in the Business Email field above.
      7. Language Preference
        For Admins Only—Choose the default language for when you add new clients and team members. Clients and preparers can change their individual language preference through their respective portals.

Screen Capture: Organization settings in TaxFolder