Create a TaxCycle Account and Connect to TaxFolder

Updated: 2023-08-15

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.

1. Open the email with the subject “You’re invited to TaxFolder” and click the Connect to TaxFolder button.
   
2. In your browser window, click the Sign in or Create account button.
   
3. If you don’t yet have a TaxCycle Account, click the Create an account link and go to Step 6, below.
4. If you already have a TaxCycle Account, enter your email address and password and click the Sign In Now button.
5. If you can’t remember your password, click the Forgot your password? link to request a password reset link. Follow the instructions in the Reset Your Password help topic, then return to step 1, above.
   
6. Enter your email address.
7. Enter and confirm your new password. Passwords must be at least 10 characters long, and contain at least one number, one non-alphanumeric character, one lowercase and one uppercase letter.
8. Enter your first and last name.
9. Click Create Account.
   
10. After signing in or creating an account, verify your identity and connect your account to TaxFolder. Enter your last name and the secret your administrator shared with you.
11. Click the Connect to TaxFolder button.
    

Set up Two-factor Authentication for Additional Security

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.