To start using your TaxFolder client portal, you must sign in with a TaxCycle Account. This is the same account used to download a trial version or to purchase TaxCycle.
If you already have a TaxCycle Account, follow the instructions below to connect it to TaxFolder. If you don’t already have a TaxCycle Account, you can create one. Follow the instructions below to create your TaxCycle Account and connect the account to TaxFolder at the same time.
We strongly recommend setting up two-factor authentication on your TaxCycle Account. Two-factor authentication—or 2FA—provides an extra layer of protection for your client records documents stored in TaxFolder.
When you sign in, you confirm your identity through an authenticator app (preferred method), on your mobile phone or by receiving a unique code via text message.
To learn how to set up 2FA, see the Set up 2FA Using an Authenticator App help topic.