TaxFolder Part 1—Setup and Configuration

TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle suite. In this three-part webinar series, Sarka Hojda, Senior Product Manager and CPA/CGA 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. Topics covered include:

• Licensing
• TaxFolder setup and configuration
• Adding and updating team members
• Configuring TaxCycle Options
• Configuring e-signature print sets
• Configuring message templates
• T1032 signatures

Answer the polls during the webinar to earn 0.50 verifiable CPD credits.