FAQ

TaxFolder Client Portal FAQs

  • What is TaxFolder?

  • Is TaxFolder Secure?

  • What browsers and devices does TaxFolder support?

  • How do I get started?

  • How do I sign a document?

  • How do I verify my identity before signing a document?

  • How do I upload documents?

  • How do I reset my password?

  • I don't know if I have an account. How do I get started?

  • Where can I get more help?

https://taxfolder.com/faq/

What are your service rates?

Please access Our Services page, where you will be able to view service rates for the service(s) best suited to your needs.  For clients seeking bookkeeping, accounting, and payroll management services, we offer Complimentary Client Intake Phone Call Appointments to further assess your business process and needs, a Complimentary Service Quote will be provided to you either during your call or soon after. 

 

With our 24 hours guaranteed response time, you will always be a VIP!!!
If you have any questions or concerns, simply email or
Schedule A Call with our Professional Tax & Accounting Specialists.

2

What is your processing time?

Please find below our most common services & processing time (from time of receiving your notification of complete information is fully uploaded into your TaxFolder Client Portal:

On-Site In-Home Services = We aim to complete service during your scheduled appointment

Personal Individual Tax Services = Same day up to 7 days

Business Individual Tax Services = Same day up to 7 days

Corporation Tax Services = 2-4 weeks

Business Solutions = Dependent on service type & complexity

Consultation = Provided during your scheduled appointment

 

QuickBooks ProAdvisor Services = Training, review, and support services are provided during your scheduled appointment.  Migration and setup services are depending on service request & complexity

3

I am not comfortable with virtual technology, what options are available to me to complete my tax service engagement?

We strive to provide you with the best service experience that you very well deserve, therefore we have taken our client's various preferences, needs and limitations into consideration.  We provide four service appointment format options:

  • Virtual Remote Service Appointments

  • K Liu Accounting Services Office Appointments

  • On-Site* In-Home* Service Appointments

  • Contactless Secure Document Drop Off Box located conveniently outside of our Residential Based Office Site with 24-7 access

  • Documents Courier Service*

*On-Site In-Home Appointments are available on SATURDAYS ONLY

 

*$25 Mobile Surcharge Applies to On-Site In-Home Appointments

 

*$10 Third-Party Courier/Delivery Service Surcharge Applies to Document Courier Service per one-way delivery

4

I have many hardcopy documents, how can I easily submit this information through my TaxFolder Client Portal?

We recommend for you to access the UPLOAD section of your TaxFolder Client Portal through your mobile phone web browser to access the camera feature of your phone, this will allow you to easily take clear images of your documents.

5

What can I expect after notifying K Liu Accounting Services Inc. of fully completing my TaxFolder Client Portal uploads?

For your convenience, we have created a helpful Tax Return Preparation Workflow Process Map to show you all the steps involved in our service process, so you know exactly what to expect each step of the way until the finish line.

6

Who will be working on my client file?

We have strategically developed our Team to be small in size, allowing our Trusted Team of Professional Tax & Accounting Specialists to maximize team & client collaboration, build strong and long-term relationships, and gain the ability to have hands-on involvement with each and every client file throughout all members within our Team.  Our technology-driven processes allow us to achieve peak process efficiency, data accuracy, minimize billable time, and gain the ability to always take on new clients and existing clients' evolving service needs. 

 

Our clients will never feel like they are just a number nor shuffled around from staff to staff, as each Team Member takes due care and has familiarity with every single client file.

7

Will I be able to discuss my tax return with a Tax Specialist?

During your in-person appointment, we provide every client with the opportunity of discussing your tax results, reviewing the details of your tax forms, and obtaining expert advice on financial & tax planning questions.

For our virtual remote clients, once your preliminary tax return copy is shared with you for review and approval, you will get an email to schedule an optional follow-up conference call.  During this conference call, we utilize screen-sharing features to view your tax return with you, providing you with the opportunity of discussing your tax results, reviewing the details of your tax forms, and obtaining expert advice on financial & tax planning questions.

If you have questions and concerns anytime during your service engagement process you are always welcome to Schedule A Call with us to discuss your needs, questions, and concerns.