Client Portal

What is TaxFolder?

TaxFolder is a secure online portal for sharing tax and financial documents with our office. It replaces email for sensitive information and keeps documents organized, secure, and easy to access.

CLient Portal

Getting Started

  1. Our team will confirm user details with you and set up your account.
  2. You will receive an email invitation to activate your account. Please note: the invitation
    expires after 48 hours.
  3. Click the link and set a secure password.
  4. Log in anytime using your web browser.

Using TaxFolder

Uploading Documents

  • Open the My Documents folder
  • Click Drop Files or Click to Upload and select your files
  • Supported formats: PDF, Word, Excel, images
  • Once all your documents are uploaded, please click “I’m Finished”.

Viewing or Downloading Documents

  • Items uploaded by our team will be in the Preparer Documents tab
  • Click any file to view or download

Requests and Messages

  • Email notifications will be sent when new items have been uploaded to the portal

Security

  • Bank-level encryption protects your data
  • Access is limited to authorised users

Best Practice

  • Upload documents promptly
  • Use clear and descriptive file names
  • Log out after use, especially on shared devices

Need Help?

Please watch this video for step-by-step instructions

Secure Cloud Storage in Canada

Documents uploaded to TaxFolder are stored on servers located in Canada, provided by third-party cloud-hosted services such as Microsoft Azure and Amazon Web Services. When necessary, data may temporarily pass through other locations and jurisdictions, as described in our privacy policy. Uploaded documents are encrypted using 256-bit AES encryption.

SSL Encryption

TaxFolder uses SSL encryption to protect any data sent to or from your clients over the internet. These are the same transfer encryption protocols required by the Canada Revenue Agency (CRA) when filing returns from TaxCycle desktop software. Web browsers handle this encryption automatically for you when accessing a website through “https.” When your communication is encrypted in transit, most web browsers will show you a visible “lock” of some sort to reassure you that this is happening.