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Setting Up Your TaxFolder Firm - Video
Learn about the first-time setup of your TaxFolder account.
/resources/video-tutorials/taxfolder-videos/setting-up-your-taxfolder-firm-video/
Updated: 2025-01-09
Create a Print Set for TaxFolder E-signatures - Video
Find out how to create a print set containing forms you send to your clients for electronic signatures.
/resources/video-tutorials/taxfolder-videos/create-a-print-set-for-taxfolder-e-signatures-video/
Updated: 2025-02-14
Sending a TaxFolder E-signature Request From TaxCycle - Video
Learn how to request an electronic signature on forms and letters from TaxCycle using TaxFolder.
/resources/video-tutorials/taxfolder-videos/sending-a-taxfolder-e-signature-request-from-taxcycle-video/
Updated: 2025-02-14
TaxFolder Dashboard - Video
Take a tour of the TaxFolder client dashboard to learn how to find clients, manage engagements, and access related documents.
/resources/video-tutorials/taxfolder-videos/taxfolder-dashboard-video/
Updated: 2025-02-14
TaxFolder (Part 2) Signatures and Approvals - Video
In this webinar, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to easily request e-signatures and approvals from TaxFolder.
/resources/video-tutorials/taxfolder-videos/taxfolder-part-2-signatures-and-approvals-video/
Updated: 2025-02-03
TaxFolder (Part 3) Sharing Documents and Managing Engagements - Video
In this webinar, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to share documents with your clients and track engagement progress.
/resources/video-tutorials/taxfolder-videos/taxfolder-part-3-sharing-documents-and-managing-engagements-video/
Updated: 2025-02-03
Audit and Review Videos
Webinars and videos about TaxCycle's audit and review process.
/resources/video-tutorials/audit-and-review-videos/
Updated: 2025-02-05
Audit and Review Tools - Video
Learn about TaxCycle's audit and review process. From review messages to summaries, this short webinar will show you how to double-check your work.
/resources/video-tutorials/audit-and-review-videos/audit-and-review-tools-video/
Updated: 2025-02-05
Navigation and Search Videos
Learn how to find, open and jump between forms and fields in TaxCycle.
/resources/video-tutorials/navigation-and-search-videos/
Updated: 2025-02-05
Navigation and F4 Fast Find
Brush up on navigation basics in TaxCycle. Learn how to quickly navigate between forms, drill down, jump between fields and search for text on a form.
/resources/video-tutorials/navigation-and-search-videos/navigation-and-f4-fast-find/
Updated: 2025-02-14