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Modern Tax Preparation for Canadian Accountants and Tax Professionals

Find out for yourself why thousands of people have already switched

 
Download My Free Trial
 
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TaxCycle Seminars - My Modern Tax Office

Join Cameron Peters, CEO and Founder of TaxCycle, and special guests to learn how to make your practice more efficient. Whether you're thinking of switching to TaxCycle or you've already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team ready for the coming filing season.

Some of what you'll learn:

  • Five ways to save time on your returns
  • Four ways to modernize your tax practice
  • Three ways to improve your client retention
  • Increase the effectiveness of your team's workflow
  • Tax and economic update
  • Client interview skills and the 5 steps of "tax trigger" marketing
This seminar qualifies for 7 CPD credits
 

Order TaxCycle before Dec 17
for your best prices this tax season

 

Buy Now

 

Use our pricing calculator to figure out the exact pricing for your firm

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Prepare multiple years of tax returns and multiple types of tax returns all from a single TaxCycle Suite user interface


 


Benefits of Workflow Automation in a Paperless Tax Officecanada flag maple leaf

 

 

TaxCycle and DoxCycle make switching to a standardized paperless process easy and affordable for your large or small tax practice. 

Isn't it about time?* Download your trial today.

  • 41% less paper handling
  • 30% more accurate tax preparation
  • 21% less time per client engagement
*Results from 2014 TaxCycle Customer Survey

Click here to download a PDF of "The Ultimate Guide to your Canadian Paperless Tax Office"

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Competitor Conversions

To help users adapt quickly to TaxCycle, we offer extensive training resources as well as carry forward conversion of tax return data from Intuit ProFile®, Cantax®, Taxprep®, and VisualTax®.

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Software You Can Trust

We stand behind our products. Our 100% Satisfaction Guarantee and 100% T1 Tax Accuracy Guarantee give you peace of mind.

Find out about all our offers

Support

Have questions about TaxCycle? Call or email us and you will get a response from someone who knows our products well.

Visit our Support page

Fair Pricing and Payment

Our Combo and Suite pricing is up to 50% less than comparable competitor software. Pay at time of purchase or choose monthly payments.

See our easy online price calculator

Per-Person Licensing

Buy one license for each person using the software, regardless of the number of computers where it will be installed. Find out more about "Per-Person" licensing.

Find out more about "Per-Person" licensing

The TaxCycle Suite

For the 2015-16 tax year, our TaxCycle Suite includes DoxCycle document management, T1, T2, T3, T3010, T4/T4A, T5, T5013 and T5018.

Download your free trial

 

Quick Start Guide

This guide will help you get TaxCycle and DoxCycle up and running in your practice. You'll discover time-saving features and tips on how to customize options to suit the needs of your practice.

TaxCycle-Quick-Start-Guide-high-res.pdf [11.6 MB]

TaxCycle-Quick-Start-Guide-low-res [5.9 MB]

TaxCycle Youtube Channel

Check out some of our recorded webinars and learn more about the next generation of professional tax software. This is a great resource when looking for TaxCycle tips and pointers for either new or advanced users.

Visit the TaxCycle Youtube channel now

TaxCycle Community

Our online community is for those interested in TaxCycle, DoxCycle and Canadian tax preparation to learn, discuss, and share with one another. Topics include how to use TaxCycle and DoxCycle, tax topics, EFILE, and more...

Go to TaxCycle community

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"The combination of Windows®10 and TaxCycle is a pleasure to use."

Microsoft Windows® 10 is a significant new release and we couldn't be more excited. We've been testing TaxCycle on Windows® 10 for awhile and we also had offices using the operating system last year to file tax returns. You've been able to use TaxCycle on a Microsoft® Surface Pro tablet for some time and Windows® 10 makes it even more compelling.

Read more about Windows® 10 and TaxCycle

Our Focus 2020 5-Year Vision

Over the next 5 years, Windows® 10 will greatly impact how your firm operates especially as Microsoft® discontinues older operating systems. Change creates opportunity for firms who embrace modern technology. Download our "TaxCycle Focus 2020" whitepaper on the factors that will affect how you approach your tax preparation business over the next 5 years.

Focus2020.taxcycle.com

Is TaxCycle easy? Just <F4> and Go!

With TaxCycle, press <F4> to open the Fast Find box and search for anything

 
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TaxCycle offers the simplicity of a "why-hasn't-anyone-thought-of-this-before?" approach that makes it super-easy for your team to become super-productive.

 

Take our innovative "Google-Search" approach to the <F4> key, for example.

Fast Find anything — A box number on a jacket, schedule or supporting form. A word on a form. A slip name. Box number. Slip number. Employer name. Charity. That EFILE error that you kind-of remember. The name of the babysitter. RRSP deduction. You name it – TaxCycle finds it.

Just one of the hundreds of delightful innovations you'll discover using modern professional tax software.

What our customers are saying

 

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Best Canadian Professional Tax Software. The TaxCycle Team takes special care to ensure 100% accuracy at all times. It's a great pleasure to use such a fine product.

 

Michael Woodlock, President
Tax Service Year Round Ltd.


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We believe TaxCycle is the best tax preparation product on the market. Considering it has only been on the market for a few years, that is an amazing accomplishment.

 

Jim Burch
The Kemp Harvey Group khgcga.com

 

Read more testimonials

Message from the CEO

Cameron Peters, Founder and CEO of Trilogy Software, taxcycle, doxcycle, profile tax software, cantax

What is "Paperless Tax Workflow?"

Five years ago, when we set out to re-imagine what modern technology could do for Canadian tax preparers, we looked at the end-to-end work of a tax office.

“Paperless Tax Workflow“ is only part of the story. What we focus on is “Workflow Automation.“ Reducing paper printing, handling and management is just one of many benefits of this automation. Others include reducing the time you spend organizing slips before preparing returns, improving your communication with clients and government agencies, and helping you handle heavy workloads in the heat of tax season.

Read more



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Why Choose Us?

Our commitment to Canadian tax professionals is unequalled. As you think about your tax software choice for the coming tax season, consider:
  • We have a full suite of professional tax software available for firms of all sizes
  • Our software is made in Canada for Canadian accountants and tax professionals
  • We make software only for professional tax preparers, not individual taxpayers
  • Your support requests are answered in Canada by the people who build the software
  • Preparers are our partners in creating great software; your feedback drives our innovation
  • We offer fair prices and payment options, and our licensing is based on "per person" vs "per computer" giving you the freedom to work where, when and how you want
  • Our 100% Satisfaction Guarantee and 100% T1 Tax Accuracy Guarantee give you peace of mind

 

Find out more about our team


 

Modern, Complete

 

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    Client Manager

    The client manager database keeps track of your tax returns and makes it easy to search for taxpayers, returns and details in client files.

     
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    Template Editor

    Every TaxCycle module contains default letters or email templates to help you with maintaining an effective relationship with your clients.

     
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    Quick Fix Messages

    Apply a Quick Fix and make corrections instantly without ever jumping to the form.

     
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    Family returns

    Prepare full tax returns for the taxpayer, spouse/partner and any number dependants in a single TaxCycle T1 file.

     
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    Multiple Windows

    Enhance your setup by working smart with multiple windows and monitors.

     
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    Automatic T1-ADJ

    TaxCycle automatically compares and alerts you to file a T1-ADJ.

     

 

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Things can change a lot in 5 years.

Change creates opportunity for firms who embrace modern technology. Thanks to the thousands of professional tax preparers across Canada who have already made the switch to the TaxCycle Suite!

Download our "TaxCycle Focus 2020" report on the factors that will affect how you approach your tax preparation business over the next 5 years:

  • CRA's 9 point strategic Vision 2020 plan
  • CRA's new RTPP (Registered Tax Preparer Program)
  • 7 predictions about the future of accounting
  • 5 areas of future focus for TaxCycle features
  • Introduction of Microsoft Windows 10

4 Steps to Preparing Client Taxes in a Paperless Tax Office

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Step 1: Gather

Assembling source documents is the first task of preparing any tax return. DoxCycle accommodates many sources and formats: batch scanning of stacks of T-Slips, statements, donations, medical receipts, RRSP contributions etc... , importing files and photos, drag and drop emails with attachments, and data downloaded from government agencies, such as CRA Represent a Client.

Learn more.

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Step 2: Organize

A single file of source documents is useless if you can‘t find what you need. Organizing with DoxCycle includes automatic document recognition and categorization by type and person, a Page Assistant for easy editing, great data recognition, validation and posting to TaxCycle T1 features. Saving even just 10 minutes of paper shuffling per return adds up to weeks over the course of a tax season.

Learn more.

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Step 3: Prepare

Understanding the tax situation, optimizing savings, communicating results, and facilitating compliance are all key to preparing tax returns. With TaxCycle, supports this through workflow tools, robust calculations for family returns, bankruptcy, "no-click" pension splitting, automatic T1-ADJ, etc., detailed review messages and marks, secure EFILE transmissions, client correspondence, and—if you still need it—printing.

Learn more.

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Step 4: Archive

Archiving files is about permanent electronic storage and quick access to documents when responding to client questions or government requests for information. The Client Manager keeps track of files, whether they are stored on your computer, the office network or cloud-based storage like DropBox, Google Drive and Microsoft OneDrive. A client‘s source documents and the tax return are all archived in a single PDF file that doesn‘t require special software to open.

Learn more.