Having trouble signing in to TaxFolder? If you are trying to access your account using a link from an email sent before February 12, 2023, please ask your tax preparer to resend the invitation email. You cannot activate your account by resetting the password. Watch this video to learn more How to Connect to Your TaxFolder Client Portal.

Sign documents electronically.

Share documents securely.

Electronic signature service and document portal, tailor-made for Canadian tax preparers, accountants and bookkeepers.

Video: Record Signature

How to get started...

Screen Capture: Recording Signature in TaxFolder

Need to sign a document?

Did your tax preparer ask you to electronically sign a document? Check your email for an invitation from TaxFolder, then click the button to sign the document. You can do this from your phone, tablet or computer. More help...

Screen Capture: Upload Documents to Client Portal

Want to share files securely?

Did your tax preparer ask you to join their client portal to safely send in your financial documents? Check your email for your personal invitation to TaxFolder, then click the button to activate your account and sign into the portal. More help...

Screen Capture: Client TaxFolder menu in TaxCycle

Accountant or bookkeeper?

Get the e-signature and client portal solution from the makers of the beloved Canadian professional tax software, TaxCycle. Enjoy seamless, secure and affordable client document exchange during tax season. Visit taxcycle.com for more info...


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