How to Upload Documents to TaxFolder

Updated: 2021-02-16

When your tax preparer requests that you upload documents to your client portal in TaxFolder, you will receive an email.

1. Do this first! If you do not have an account in TaxFolder, you will receive an email to verify your email address and activate your account. Click the Activate your account to set a password.
   
2. If you already have an account, or if you did not receive the activation email, go to the second email and click the link to Sign in to TaxFolder. This will automatically direct you to your client portal after signing in.
   
3. If you have forgotten your password or if you never previously set a password, click the Forgot your password? link to request a link to set a new password. Then, click the Sign in to TaxFolder button in the email again. This will automatically direct you to your client portal after signing in.
4. Once you see the client portal screen, click on the Documents button.
   
5. On the Your Documents tab, drag and drop your files onto the green area. Or click the green area to browse for your documents.
   
6. To view any documents you uploaded, click on the document name.
7. To remove a document, click on the trash can.
8. Click Done to return to the previous screen.
   
9. TaxFolder sends an email to your tax preparer informing them you uploaded documents.
10. When you are finished, click your name in the top right of the window and select Sign Out. This is an important step to keep your documents private if someone else uses the same computer.