Personalized Tax Folders | Tax Return Folders
Show up as the trusted tax advisor you are.
Most Popular Tax Folders
Prestige Pocket Folder
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Expanding FastenerFolder™
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Hidden Bind Folder™
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Invis-a-Bind CoverSet™
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Don’t settle. for a hyperlink.
Our Custom Tax Return Folders Help You Retain Your Clients
We live in a lightning-fast world, where images and information can be transmitted with the touch of a button… and forgotten almost as quickly. As a tax professional immersed in a tech-driven field, you may feel the pressure of going all digital, but it’s right for you to resist (at least a little). Your value shouldn’t vaporize in the cloud.
Presenting your clients with their most important records enclosed in our beautifully embossed tax folders feels more like a sincere thank-you gift than a business transaction—and gifts are not only treasured, they are displayed and remembered.
Deliver with pride.
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Here’s what you can expect.
We never outsource, which means we do everything in-house. By taking full ownership of design, production, quality assurance, and packaging, we can eliminate defects and every possible variable. From that point on, the tax folders are yours to fill with incredible value.
Make them pause.
The local office supply store sells presentation folders for every job, and while they are functional, they are also forgettable. Our tax folders are designed to make an impression, with premium paper, custom designs, embossed business logos, and a variety of pockets and fasteners to both do the job and get a second look.
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Make your mark.
We’ve got a spot in our hearts for paper, and it turns out that science agrees with us! Studies show that paper triggers parts of the brain that digital notes do not, and that’s why you remember a birthday card from a friend more than those greetings on social media. Our folders turn your rows of numbers into an emotional response in those memory receptors. It’s science!
Why Paper Works »
Make a difference.
So much of our world is disposable. Every day, we discard bits and pieces of our daily lives, never to be seen again, so important records need to be flagged to avoid being overlooked. Enclosing your work in our folders marks it as something to be kept, displayed, and archived for the generations to come.
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You have our word; if you’re not satisfied with your order, you can return it at our expense for an immediate, 100% refund. Guaranteed.
“The folders that we ordered from your company have worked like a charm for us. We did have quite a few clients that complimented on how professional looking they were. The larger size folder was exactly what we needed. Thank you for supplying our firm with a great product. Your product made our work look great! All we sell is numbers! Thank you!”
– Becky Slate
Browse all custom tax folders for CPAs.
Prestige Folder™
- Holds up to 200 pages
- Pre-assembled and ready for use
Use Lockhart’s versatile double pocket folders to reflect your firm’s value whether delivering client documents or providing marketing materials to prospects.
Expanding FastenerFolder™
- Holds up to 250 pages
- Binds with a fastener for large documents
The idea behind this popular Lockhart folder is “one size fits all”. The expandable spine molds to fit the size of the document whether a few pages or up to 250 pages.
Hidden Bind Folder™
- Holds up to 100 pages
- Binds with staples or fastener
The binding is both hidden and built-in on this top-bound folder. The result is both extreme function and a very high-end appearance sure to impress.
Invis-a-bind CoverSet™ (Top Bound)
- Holds up to 120 pages
- Binds with staples or fastener
Our Invis-a-bind folders are made with our thicker 160# custom-made paper and conceal the binding for a professional and elegant presentation.
Conventional CoverSet™ (Top Bound)
- Holds up to fastener capacity
- Binds with a fastener for large documents
Works for any size document …. from your smallest to the very largest. An excellent solution for those monster tax returns.
Tablet CoverSet™
- Holds up to 80 pages
- Binds with staples or fastener for large documents
Professionally present your tax returns in this top bound “flip-up” folder style. The concealed binding results in a very professional, user-friendly presentation.
Platinum Folder
- Holds up to 100 pages
- Pockets have tape pre-attached for easy assembly
The perfectly fitted folders will give your documents that extra professional touch reflecting your attention to detail.
Portfolio Folder
- Holds up to 325 pages
- Landscape single pocket folder
A distinctive no-assembly folder that will provide a functional solution for your clients and impress at the same time.
Presentation Envelope
Branded envelopes with custom printing
- Regular: 10” x 13”
Add the finishing touch by presenting your Lockhart folders in these elegant matching envelopes.
“Printing is old school.”
These days, most things have shifted primarily to digital platforms. So when we talk about handcrafted folders, you might be thinking “What for? Everything’s in the cloud! No one prints those documents anymore.”
You’re right. And that’s exactly the point. Few firms go the extra mile these days! That’s why when you provide your clients with paper copies—the tangible result of your work on their behalf—it demonstrates just how much more invested you are in their success.
« WATCH WHAT PAPER DOES TO OUR BRAINS
The truth is, print information plays a huge part in how people feel, how they remember information, and how they are motivated.
Todd Carroll knows numbers.
As a successful CPA, Todd (our client), spent a lot of time thinking about the lifetime value of his client relationships. “For us,” Todd explains, “a single relationship is worth $10-12K per year. So if we keep that client for 20 years, they’re worth $240K.”
One of the ways Todd has nurtured these decades-long relationships is by refusing to provide a digital-only experience. The way he sees it, when firms use digital-only interaction with their clients, the relationship tends to be commoditized. ‘They’re training their clients to not care about them. And that just seems crazy to me,’ he explains.
You should know, we’re probably not what you’d expect.
We’re not some click-and-ship commodity (there are plenty enough of those these days!). We are a family-owned business run by a small team of experienced designers and craftspeople who care about serving our clients as well as we can. Here’s betting you know a thing or two about that. Your conversation starts with Lisa, a designer who has been on our team for decades. She’s not a salesperson—just a human who loves to help.