Updating Business and Preparer Email and Phone Number in TaxFolder

Updated: 2022-12-08

Please read this topic carefully to decide where you to go to change an email address or phone number of a staff member or business in TaxFolder.

TaxCycle Account Sign In

If you want to change the email address you use to sign in to TaxFolder to access the Client Dashboard, you must change the email address used by your TaxCycle Account.

Any changes you make there will also affect how you sign into purchase TaxCycle, the email to which those purchases are sent and how you sign in to  

Team members must change their own TaxCycle Account email address. Admins cannot change this for them.

To access your TaxCycle Account from within TaxFolder, click on your email address in the top-right corner of the page, then select Account Profile.

Screen Capture: TaxFolder Account Profile

For full instructions, please see How to Change the Email Address Associated with Your TaxCycle Account.

TaxFolder Business Email Address

You can also edit the email address used for notifications sent from TaxFolder. As an Admin, you can change the Business Email address on the Organization page in Account Settings.

On the same page, you can also set the Business Phone number.

Admins can also change the email address that displays to the client from the Team page in Account Settings.

TaxFolder Preparer Phone Number

As a Staff member, you can also change your phone number to make it different than the business phone number:

  1. Click on your email address in the top-right corner of the page, then select Profile Settings.
  2. Team members with Staff profiles can only access the Preparer section. If you are a team member with an Admin role you will be taken to the Organization section. Click on Preparer.
  3. Enter the new Phone Number.
  4. Click the Save Updates button.

Screen Capture: Updating Staff Phone Number in TaxFolder