Updated: 2023-02-02
TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle suite.
In this webinar, Sarka Hojda, CPA/CGA and Tax Analyst at TaxCycle, will walk you through how to set up TaxFolder and seamlessly integrate it with TaxCycle, in order to easily request e-signatures, share documents with your clients and track engagement progress.