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TaxFolder (Part 1) Setup and Configuration - Video

Updated: 2025-01-31

In this webinar, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to set up a TaxFolder and seamlessly integrate it with TaxCycle.

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

Date of broadcast: January 29, 2025
Presented by: Sarka Hojda