Updated: 2025-01-06
Watch this video (8m39s) to learn how to connect to TaxFolder for the first time and set up your firm.
Watch Setting Up Your TaxFolder Firm
Related topics:
Getting Started with TaxFolder
TaxFolder Account Settings
Create a TaxCycle Account and Connect to TaxFolder
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1-888-841-3040
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Related topics:
Carry Forward Returns
Batch Carry Forward
DT Max® Carryforward
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Schedule a live demo
Download a free trial
Get the Training Workbook
We're here to help!
Email support
1-888-841-3040
ProTax Community