Preparer

Review your personal information under Your Information on the Preparer page. This is populated from the information in your TaxCycle Account when you first sign in to TaxFolder or when you are invited to TaxFolder by an administrator as a team member.

1. Update your First and Last Name. The Preparer name is used in emails and displayed to the client.
2. Update your Address.
3. Update your Phone Number. For numbers outside of Canada, verify the country code.
4. Choose the default Account Language for your own profile using the drop-down menu.
5. Click Save.