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News > Webinar recordings now available: Introduction to DoxCycle (Part 1 & 2)

Webinar recordings now available: Introduction to DoxCycle (Part 1 & 2)


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 coming season.

Introduction to DoxCycle (Part 1)

 

  • Create a DoxCycle file from a T1 tax return (11:20)
  • New! Create files for T3, T4/T4A and T5 documents (20:15)
  • Import and scan documents into DoxCycle PDFs (23:02)
  • Drag and drop source documents from an email (27:34)
  • Organize documents in DoxCycle (35:07)
  • New! Add cross-reference links (46:14)

Presented by: Andrew Little

Date of broadcast: Tuesday, November 21, 2017

Early-Bird-Special-pricing

Introduction to DoxCycle (Part 2)

 

  • Extract slip amounts and post them into TaxCycle T1 (6:25)
  • New! Filter the document index (17:12)
  • Print tax returns back into DoxCycle (25:30)
  • Set up your own custom outline (30:40)
  • Extract files for upload to the CRA (37:21)
  • New! Add documents to the automatic classifier (38:53)

Presented by: Andrew Little

Date of broadcast: Wednesday, November 22, 2017


 

 

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