FAQ for End Users

This list of frequently asked questions for those invited by their accounting professional to use TaxFolder to sign, upload or download documents. If you are a tax preparer, please also see FAQ for Preparers.

What is TaxFolder?

TaxFolder is an electronic signature and secure document exchange service offered by Trilogy Software to accountants, bookkeepers and tax preparers. Trilogy Software Inc. is a Canadian company headquartered in Calgary, Alberta, Canada.

Is TaxFolder secure?

Yes! Whether requesting signatures and uploading documents from TaxCycle desktop software or accessing your client information through a browser, your client data is protected using industry-standard security and encryption methods. For more details, see our Security page.

What browsers and devices does TaxFolder support?

You can sign documents and use the TaxFolder from a browser on your desktop, or from a mobile device or tablet. See the system requirements for browser and device support.

How do I get started?

Your tax preparer will send you an email with instructions.

How do I sign document?

Watch this short video or download these step-by-step instructions on how to sign a document in TaxFolder.

How do I verify my identity before signing a document?

To sign or download a document, you are asked to verify your identity. This includes providing at least the last four digits of your phone number (mobile phone or land line) and entering a verification code sent to that number. If you have a mobile number, enter the last four digits of the number to receive a text message with the verification code. If you have a land line, the verification process will call you to provide the verification code by voice. You may also be asked for identifying information from your tax return.

How do I upload documents?

If they wish, your tax preparer will invite you to create an account to upload documents to share with them. Watch this short video or download these step-by-step instructions on how to upload documents to TaxFolder.

How do I reset my password?

Go to the sign-in page and click the Forgot your password? link to receive a reset link by email. Read these step-by-step instructions on signing in to TaxFolder.

I don't know if I have an account. How do I get started?

As long your tax preparer has invited you to TaxFolder, you can go to the sign-in page and click the Forgot your password? link to reset the password on your account. This works even if you have never activated your account. Read these step-by-step instructions on signing in to TaxFolder.

Where can I get more help?

If you have any questions about TaxFolder and how to upload or sign documents, please contact your tax preparer.