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Practice management videos

Updated: 2018-02-01

These videos will introduce you to TaxCycle's practice management tools.

View our collection of practice management videos in the playlist above by clicking on the following icon  YouTube-playlist-icon

Or, scroll down the page to browse our videos and jump to specific topics within each video.

Client Manager Part 1: Basics

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Client Manager setup (2:57)
  • Indexing and folders (6:23)
  • Setting up an additional folder (15:17)
  • Basic searches (19:50)
  • Views and previews (22:44)
  • Opening and carrying forward files (26:36)

Date of broadcast: December 18, 2018
Presented by: Andrew Little

Client Manager Part 2: Search and Batch

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Search terms (0:49)
  • Custom filters (5:26)
  • Batch functions (18:45)

Date of broadcast: December 19, 2018
Presented by: Andrew Little

Client Manager Part 3: Layouts and Exports

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

Date of broadcast: December 20, 2018
Presented by: Andrew Little

Client Manager: How to find clients who haven't returned

Learn how to search the Client Manager for clients who have yet returned for this tax season. Click a timestamp below to jump to a topic:

  1. Use filters in the Client Manager to narrow search results (2:13)
  2. Save the search as a Quick Search to use again (11:02)
  3. Customize the columns that appear in the search results (16:00)
  4. Export that list to Excel (19:34)

Date of broadcast: March 6, 2019
Presented by: Andrew Little

Client Manager: How to create a report of clients who need to pay the CRA

Learn how to generate a report of your clients who need to make a payment or pay installment payments to the CRA. Click a timestamp below to jump to a topic:

  • Perform batch operations with Client Manager (2:15)
  • Batch calculate to find returns that meet a specific criteria (5:19)
  • Export that list to Excel (13:01)

Date of broadcast: March 20, 2019
Presented by: Andrew Little

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)

 

Workflow groups and tasks

Click a timestamp below to jump to a topic:

  • Configure groups and tasks to match your practice workflow (4:29)
  • Choose which tasks are required to consider a tax return complete (7:50)
  • Show workflow before saving (14:26)
  • Flag a return that is waiting on client input (15:09)
  • Set a due date on a return (16:22)
  • Automatically track adjustments made after filing (18:18)
  • Filter based on return status in the Client Manager (22:56)

Date of broadcast: Wednesday, November 8, 2017
Presented by: Andrew Little

Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. Click a timestamp below to jump to a topic:

  • Set invoicing options (3:26)
  • Export invoice to QuickBooks® (7:29)
  • Set pricing options and copy prices from year-to-year (9:15)
  • Complete the Billing worksheet (17:15)
  • Print or email and invoice to clients (27:04)
  • Track billing status in workflow (31:41)
  • Report on billing status in the Client Manager (34:09)

Date of broadcast: February 21, 2019
Presented by: Perry Giagos