Menu

Add/Invite a Client to TaxFolder

Updated: 2022-03-23

From the Client Dashboard, you can invite a client to create an account and share documents with you using TaxFolder.

From the Notification Settings page in settings, you can choose whether to send an activation email to new clients and whether to automatically as clients to upload documents when creating a new engagement. Review these settings before adding new clients.

Unique Email Address Required

You cannot add a person as a team member AND add them as a client using the same email address. If you want to send documents to yourself or others who have access to the TaxFolder Client Dashboard, you must use a different email address when you treat those people as a client (request signatures, etc. from them). It cannot be the same email address they use to sign in to the Client Dashboard as a tax preparer.

In addition, when you go to sign a document sent to that "client" email address, we recommend using a different browser (not just a different browser window or tab). While you can sign out of the browser where you are signed in as a preparer, using a different browser ensures it uses the correct sign in session and cookies.

  1. Go to the Client Dashboard.
  2. Click the Client List or Pending tab.
  3. Click the Add Client button.
    Add Client button in Client Dashboard
  4. In the dialog box that appears, enter the client’s name, email address and phone number. (For numbers outside of Canada, enter the country code.) The phone number is the mobile phone used for sending verification codes via text/SMS when sending documents for signature from the TaxFolder Client Dashboard. When requesting a signature from TaxCycle, it will use the mobile phone number in the TaxCycle file.
  5. Select a Tax Preparer to assign a preparer to the client (you can reassign the client after if needed).
  6. Select the Return Type. This is the type of tax return the client has engaged you to prepare. For example, T1 is for personal tax returns and T2 for corporate tax returns. When TaxCycle creates an engagement through its print process, it automatically sets this property to the same as the file from which the form was printed. When you create the engagement through the Client Dashboard, you can choose other options, including "Legal," "Other" and "Forms."
  7. Select the Tax Year. This is the tax year or tax year end to which the engagement applies. For example, 2021 for a T1 or 2021/12/31 for a T2 tax year end. When TaxCycle creates an engagement through its print process, it automatically sets this property to the same year or year end as in the TaxCycle file from which the form was printed. When adding an engagement through the TaxFolder Client Dashboard, you can only select from a list of years.
  8. Enter an Engagement Label. The label can be any text you wish. When TaxCycle creates an engagement through its print process, it automatically enters the client's name as the label. However, you can enter other text in the field if you wish, or select an existing label from the list. In the TaxFolder Client Dashboard, you can enter any text you want for a label when creating the engagement.
  9. Check the box if you want to Ask clients to upload documents. This sends a separate email to the client. From the Notification Settings page in settings, you can choose whether to ask clients to upload documents when creating a new engagement.
  10. Click the Add Client button to save and return to the Client Dashboard. From the Notification Settings page in settings, you can choose whether to automatically send an activation email to new clients added through the dashboard.
  11. The client shows on the Pending tab in the Client Dashboard.