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Video: DoxCycle

Updated: 2017-12-13
Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice and introduce some of the new features for the 2017-18 season.

DoxCycle (Part 1)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Click a timestamp below to jump to a topic:

  • Creating a DoxCycle file from a T1 tax return (4:48)
  • Creating files for T2, T3, T4/T4A and T5 documents (14:25)
  • Importing and scanning documents into DoxCycle PDFs (16:00)
  • Organizing documents in DoxCycle (24:00)
  • Adding cross-reference links (31:00)

Date of broadcast: November 28, 2018
Presented by: Andrew Little

DoxCycle (Part 2)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice.

Click a timestamp below to jump to a topic:

  • Filtering the document index (3:26)
  • Extracting slip amounts and post them into TaxCycle T1 (8:26)
  • Adding documents to the automatic classifier (18:25)
  • Printing tax returns into DoxCycle (22:34)
  • Extracting files for upload to the CRA (26:37)
  • Setting up a custom outline (29:07)

Date of broadcast: November 29, 2018
Presented by: Andrew Little