Redmond & Company

TaxFolder Client Portal Login & Instructions

Access your tax returns and sign documents 24/7. We use TaxCycle TaxFolder to ensure your sensitive data is encrypted, bank-secure, and available whenever you need it.

Launch TaxFolder Portal

Essential How-To Guides

Use these guides to navigate the portal.

How to Electronic Sign (e-Sign) Your Return

Step-by-step instructions for signing T1 and T183 forms.
  • Locate the Email: Search your inbox for the subject line:"Signature Request from Redmond & Company"
  • Verify Identity: Click the link. You will be prompted to send a verification code to your registered mobile phone number.
  • Enter Code: Input the 6-digit SMS code to access the secure document.
  • Sign: Scroll to the yellow "Sign Here" boxes. Click each box to apply your digital signature.
  • Submit (Crucial): You must click the final "Complete Signing" button at the bottom. The document status will not update until this is clicked.

How to Upload Documents

Securely transfer T4s, Receipts, and Notices.
  • Log In: Use the Launch Portal button above.
  • Navigate: Select the "My Documents" tab on the left sidebar.
  • Upload: Drag and drop your PDF or image files into the upload zone (or click "Add Document").
  • Label: Rename files if necessary (e.g., "2024 Medical Receipts") for clarity.
  • Confirm: We receive an instant notification; no follow-up email is required.

How to Download Signed Copies

Retrieve historical returns for mortgages or loans.
  • Log In: Access your dashboard.
  • Engagement History: Click "Engagement History" in the menu.
  • Select Year: Choose the relevant tax year (e.g., "2023 Personal Tax").
  • Download: Locate the "Final Documents" section and click the download icon next to the "T1 General - Signed" PDF.

What to Do If You Find an Error
(Declining a Document)

Don't sign if the numbers look wrong!
  • Review First: Read the document before clicking the signature boxes.
  • Decline: If you see an error (e.g., wrong address, missing dependent), do not sign. Instead, look for the "Decline" or "Reject" button.
  • Reason: A box will pop up asking for a reason. Type the error details (e.g., "Missing my charitable donation receipt").
  • Action: This instantly notifies our team. We will fix the return and send you a new signature link.

Troubleshooting SMS/Phone Issues

Common verification errors.
  • "I didn't get the code": Wait 60 seconds and click "Resend." Ensure "Do Not Disturb" is off.
  • "Wrong Phone Number": If the last 4 digits displayed do not match your current phone, do not proceed. Please email admin@ [YourDomain.com] immediately to update your profile.

Guest Access vs. Account Creation

  • Guest Access: You can sign documents via the email link without creating a password. This is fast but doesn't allow you to see past years.
  • Account Creation: We highly recommend setting up a password. This gives you a permanent "filing cabinet" where you can see every document you've ever signed with us, regardless of the year.

Portal Support: “ask adam.”

Ask Adam

Having trouble signing? “Ask Adam” can troubleshoot specific TaxFolder error messages instantly.

ASK A QUESTION

(e.g., “How do I reject a document with an error?”)

Frequently Asked Questions

AQ

Why do my spouse and I need separate emails?

For an e-signature to be legally binding with the CRA, it must be linked to a unique individual identity. We cannot send signature requests for two different people to a single email address.

AQ

Why is my SIN hidden on the screen?

TaxFolder masks your Social Insurance Number (e.g., XXX-XXX-123) on the browser for security. The underlying file sent to the CRA contains the full number.

AQ

What browser should I use?

For the best experience, use Google Chrome, Microsoft Edge, or Safari. Internet Explorer is not supported and may cause the signature boxes to disappear.

AQ

I forgot my password.

Click “Forgot Password?” on the login screen. Note: Check your “Promotions” or “Spam” folder if the reset email does not appear within 5 minutes. The sender will be “TaxFolder.”

AQ

How long do you keep my documents?

Your portal is a permanent archive. You can log in to find your 2021, 2022, and 2023 returns at any time. We recommend downloading a copy for your own backup, but we will keep them here indefinitely.

AQ

Can I print the return and sign it with a pen?

You can, but it slows down the process significantly. If you wet-sign (ink), you must scan the entire document back to us. Electronic signing is instant, eco-friendly, and creates a cleaner digital audit trail.

AQ

Is this CRA compliant?

Yes. TaxFolder meets all CRA guidelines for electronic signatures on T183 (Personal) and T183 CORP (Business) forms.

AQ

Can I use this on my mobile phone?

Yes. The portal is fully mobile-responsive. You can take a photo of a receipt with your phone camera and upload it directly to the “My Documents” tab.

Technical Support

If you cannot resolve an issue, please contact our support team.
Email: admin@redmondcompany.com