Webinars

“Magic” folders for client returns

New in TaxCycle this year: an easier way to configure the default folders for saving your client files.

See this new feature in action and learn how to:

  • Use variables to create a default folder structure
  • Automatically create folders by client name, year, and more
  • Configure exceptions to allow for custom folder paths
  • Convert your prior-year settings

andrew_avatar.jpg

Date and time: Wednesday, October 4 at 11:00

Presenter: Andrew Little

Register today

 


Looking to catch up on past webinar recordings? Visit our TaxCycle webinar recordings page.


Billing and invoicing

Use TaxCycle to invoice your clients. Learn how to:

  1. Configure pricing options
  2. Complete the Billing worksheet
  3. Invoice an individual, couple or family
  4. Keep track of invoices and payments in file workflow and the Client Manager

Receive 0.75 CPD credits if you attend on the day of the webinar. We cannot provide CPD credits for viewing webinar recordings later.

elizabeth_avatar_1-1.jpg

Date and time: Thursday, March 1 at 11:00 a.m. MT

Presenter: Elizabeth Kohl

Register today

Family returns

Prepare returns for all family members in a single TaxCycle file. Learn how to:

  1. Couple taxpayer and spouse returns
  2. Add dependant information to a file
  3. Create family returns with full dependant tax information
  4. Review and adjust optimizations
  5. Find family summary and family letters

Receive 0.75 CPD credits if you attend on the day of the webinar. We cannot provide CPD credits for viewing webinar recordings later.

annie_avatar (1).jpg

Date and time: Thursday, March 8 at 11:00 a.m. MT

Presenter: Annie Cadoret

Register today