🔒 Client Access

What's the program called that you and Helen use to upload and view documents?

Hint: T*x***der

That's not quite right — try again.

Tax Deduction Summarizer

Fill in whatever applies to your family  |  One form per family
📂 Additional worksheets apply to you? ↓ jump down
Please enter a family name.
Required.
📂Additional Worksheets

Only if applicable to you. Tap any that apply, we'll follow up with the right worksheet.

📝Notes / Comments
Summary
Total deductions & credits $0.00
📤Next Step: Upload to Your Portal
  1. Log in to your TaxFolder Portal.
  2. Click the Documents tab, then My Documents.
  3. Click Drop files or click to upload and select the PDF you just downloaded.
Screenshot of the My Documents upload screen showing the Drop files or click to upload button