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.
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.
Your tax preparer will send you an email with instructions.
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.
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.
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.
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.
If you have any questions about TaxFolder and how to upload or sign documents, please contact your tax preparer.