DoxCycle

Tax Source Document Management

DoxCycle Tax Source Document Management Scan T4 T5 SlipsIn the heat of tax season, managing thousands of documents can be the bane of any tax preparer's existence.

 

Why spend your tax season sorting through papers? Quickly retrieve forms for clients or a CRA audit

Paper documents like T-Slips (T4, T5, etc...), statements, donation and medical receipts, RRSP contributions, etc... should be handled once, not shuffled through again and again over the course of the tax season. Worse yet, if you end up printing these from electronic copies clients send you! 

Capture all your clients' source document data in DoxCycle and use it to prepare tax returns in TaxCycle. Afterwards, your digital archive saves you time when you need to retrieve forms at a client's request or for a CRA audit. 

 

Scan or import source documents - slips, receipts, etc...

No matter what kind of real or virtual shoebox your client brings you, DoxCycle handles the slips, receipts and other tax source documents:

  • Scan paper documents alone or in batches. 
  • Drag and drop emails and attachments straight into DoxCycle. 
  • Import documents from CDs or USB drives as well. And the image format doesn't matter: PDF, jpg, png, gif, bmp...

Reliable support from tax analysts and developers

Your support requests are answered in Canada by the tax analysts and developers who build our software. This means timely updates and enhancements you recognize.

The news that Cameron Peters and his team are developing software again is exciting. Cameron has always been a leader in the tax software market and he has done it again. Breaking new ground in the Canadian tax preparation software.

Alan Salmon, K2 Enterprises


Start your paperless tax office today

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Automatic form recognition and categorization

DoxCycle recognizes hundreds of different types of forms, slips, receipts and statements, and organizes them automatically into 50 different categories.

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DoxCycle and TaxCycle
1 + 1 = 3

Through our proprietary TaxLink technology, connect a client DoxCycle file to a TaxCycle T1 return. Speed data entry, save time on review.

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Video 1:43

Pull data from slips and receipts

DoxCycle reduces manual data entry by using OCR (Optical Character Recognition) to extract the tax data from scanned slips for posting into TaxCycle T1.

family returns

The power of one PDF

Use DoxCycle and TaxCycle together and create a single PDF file for each client's final T1 return and supporting documents. Open this file in standard PDF software (like Adobe Reader).

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Video 0:46

Widescreen and multiple monitor support

Your ultimate tax preparation desktop is here. See original scanned tax source documents in DoxCycle in one window and the TaxCycle T1 return in another. Or spread husband, wife and other family members out over multiple monitors.

dollar TaxCycle

Reduce time and costs associated with paper

Tap into major cost savings with DoxCycle. Cost of paper. Cost of maintaining photocopies. Cost of accessing and managing physical libraries. Cost of your time searching for slips or responding to CRA audits and requests for information.

TaxCycle Options

Easy file sharing, option handling and network management

DoxCycle performs over all types of networks: from single desktop users to national multi-office firms. Share client tax source document files easily and securely.

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Video 1:45

Hug a tree and reduce paper

Reducing paper use is a good thing. Especially for trees.

 

Features

ARCHIVES
Number of PDF archives Unlimited
Number of slips and receipts per taxpayer Unlimited
Supports T1 returns from 2012 to 2015
SUPPORTED SCANNERS
TWAIN-compliant scanners Yes
Non-TWAIN scanners (like Fujitsu ScanSnap) with alternate configuration
IMPORT DOCUMENTS FROM
Drag and drop email message with attached files Yes
PDF, JPG, PNG, GIF, BMP, TIF Yes
EXTRACT AND POST SLIP DATA TO TAX RETURNS
Automatically extract data from: T3, T4, T5, T4A(P), T4A(OAS), T4E, T5007, RC62, RC210, medical expenses, donation receipts, RRSP contributions Yes
Add boxes to other slips for posting: T101, T2202/T2202A, T4A-RCA, T4PS, T4RSP and TL11A Yes
Post into a new slip or into existing slips Yes
INTEGRATION WITH TAXCYCLE
Post slip data into TaxCycle T1 Yes
Open equivalent form and slip in TaxCycle automatically Yes
Create DoxCycle file from within TaxCycle Yes
Print TaxCycle tax return back into a DoxCycle file Yes
ONLINE SERVICES
Integrate with e-Courier.ca for secure communications Yes
Extract documents for upload to CRA Yes
SUPPORTED CATEGORIES AND DOCUMENT TYPES FOR ORGANIZING DOCUMENTS
Receipts and Expenses: Charitable Donations, Child Care Expenses, Medical Expenses, Professional Dues Receipt, Public Transit Expenses, RRSP Receipt/Statement, Student Loan Interest, Union Dues Receipts Yes
Slips and forms: NR4, NR4-OAS, RC210, RC62, T1A, T1DD, T3, T4, T4A(OAS), T4A(P), T4A, T4A-NR, T4A-RCA, T4E, T4PS, T4RIF, T4RSP, T5, T10, T101, T183, T600, T737-RCA, T1013, T1032, T1043, T1135, T2200, T2202, T2202A, T5003, T5006, T5007, T5008, T5013, TL11A, TL2 Yes
Other: Invoice, Notice of Assessment, Instalment Payment Information, Slip Instructions, Statements Yes
Classification assistant to help with organizing documents that aren't automatically recognized Yes
SUPPORT
Satisfaction guarantee Yes
Automatic updates Yes
Free email and telephone technical support Yes
Free online community Yes

Even if you currently use Adobe Acrobat to create and manage PDF files, you'll find DoxCycle's focus on automatically recognizing, organizing and extracting tax data extremely useful.

Watch CEO Cameron Peters talk about his inspiration for
DoxCycle on this video from Alan Salmon Technology Seminar in 2011.


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Which tax preparation software do you currently use?




What do you use for source document management software right now in your office?

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