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TaxCycle Professional Tax Software Suite Paperless Canada

The TaxCycle Suite

For the 2014-15 tax year, our TaxCycle Suite includes document management, T1, T2, T3, T3010, T4/T4A, T5, T5013 and T5018.

Download your free trial


TaxCycle Fair Pricing, Payment Options and User Licensing

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


Try the trial version.

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®.


 

4 Steps to Your Paperless Tax Office

Many firms are ready to make the leap to a paperless tax office, they just need a little confidence. 

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

Watch this video to learn how easy it is.

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


Free Trial Pricing

TaxCycle Professional Tax Software Suite Paperless Canada Video



 

"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



TaxCycle Professional Tax Software Suite Paperless Canada

Multiple Applications & Years

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

Watch our TaxCycle introductory video


Online

TaxCycle Community

Our online community is for those interested in TaxCycle, DoxCycle and Canadian tax preparation to learn, discuss, and share with one another.

Go to TaxCycle community


TaxCycle and DoxCycle have a 100% accurate tax and 100% satisfaction guarantee

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

 

Message from the CEO

Cameron Peters, Founder and CEO of Trilogy Software

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.

We've welcomed thousands of tax preparers from across Canada who’ve chosen to use our software! Thank you for your support.

Benefits of using TaxCycle and DoxCycle

In our 2014 annual user survey, we asked tax offices to evaluate their experience using TaxCycle and DoxCycle as their tax office solution vs. their old software. This is what they told us (thx!):

  • 41% decrease in paper printing & handling
  • 30% more accurate tax return preparation
  • 21% average time saved per client engagement

We hope to earn your business this year, as well.

Why TaxCycle?

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.

You may remember me as the architect behind the original Cantax® Software in the late '80s, as the co-founder of Greenpoint Software and ProFile® in the '90s, and as the CTO of Intuit Canada & U.K. in the 2000's. I've been joined by a great team of people with their own storied careers in the industry. I invite you to join us in the conversation online at community.taxcycle.com.

We hope you'll find TaxCycle's modern design, innovative features and familiar operation a breath of fresh air as you move to TaxCycle from your old software package.

Time to start your paperless tax office? Download your trial now and let me know what you think!

Yours truly,

Cameron Peters
@cdpeters

TaxCycle Blog


Webinar Wednesday! Preparing business statements in TaxCycle T1. Mar 3 @ 11am MT (1pm ET)

by Elizabeth on Monday, March 02, 2015 12:00 AM
Completing a business statement is one of the more complex areas of personal tax return preparation. Refresh your business statement knowledge and skills with this free 1-hour webinar.

TaxCycle Release - T3 Preview, CRA Tax Data Download, bug fixes (FULL DOWNLOAD ONLY)

by Elizabeth on Friday, February 27, 2015 7:00 AM
This release offers two eagerly-awaited features: TaxCycle T3 preview and the CRA Tax Data Delivery (TDD) service. This release is currently only available as a full download from our website.
release

TaxCycle Tip: Quickly open the prior-year return

by Elizabeth on Thursday, February 26, 2015 6:00 AM
If you've carried forward a return into TaxCycle, you can quickly jump to the same field in the prior-year TaxCycle return, or quick open the return in your previous software.
ProFile
Cantax
switch
Taxprep

Tips for last minute T4/T5 slip filing with TaxCycle

by Elizabeth on Wednesday, February 25, 2015 4:00 AM
The slips filing deadline is days away. If you've just switched to TaxCycle for filing your slips, here are a few helpful topics and videos to get you going.
T5 slips
T4 slips

Video Tip: Customizing which review messages appear in TaxCycle

by Elizabeth on Wednesday, February 25, 2015 12:00 AM
Watch this Webinar Moment excerpt—it's only 2m57s long—to learn how to show or hide specific review messages in TaxCycle.
options
review messages

New file options for where to send the T1 Notice of Assessment

by Elizabeth on Tuesday, February 24, 2015 3:00 AM
The New File options in TaxCycle T1 include default settings for who receives the client's Notice of Assessment and refund. Here's the result of each option.
options
new file
notice of assessment

Coming soon: Medical expense optimizations between spouses

by Elizabeth on Tuesday, February 24, 2015 1:00 AM
We received a question about whether TaxCycle T1 automatically decides which spouse should claim medical expenses. Currently, this part of the T1 optimizations is not yet in place.
optimizations
medical expenses

Webinar Wednesday! TaxCycle's Client Manager. Feb 25 @ 11am MT (1pm ET)

by Elizabeth on Monday, February 23, 2015 3:00 AM
In this week's webinar, learn how to make the most of the Client Manager.
events
webinar
client manager

4 Steps to Preparing Client Taxes in a Paperless Canadian Professional Tax Office

“Paperless

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.

Paperless Tax Office Workflow Step 2: Organize

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.

“Paperless

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.

“Paperless

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 tracks 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.