Jay Arieli | Owner | Tax Preparer | J A Financial Services
During the first season, I saved about 10-15% of
my time. That is a lot in savings when you do 1200
T1s. We saw another huge saving with TaxCycle’s
Auto-fill my return (AFR) implementation. My
prices didn’t increase but my business revenue
went up by 20%! And I worked 10-15% less again.
Read more stories fromother happy customers
I have always appreciated Cameron Peters
and what he’s done for my practice with Intuit
ProFile® software. Marc Labrecque is awesome
too. The whole team listens to customers and
finds solutions. Pressing issues get fixed quickly.
Everyone at Trilogy Software is very personable;
they know me when I call.
It probably took me about a week. After the
first few weeks, my staff were also comfortable.
I did training sessions with one employee to run
through scenarios ahead of time. The other thing
that made it easier was how TaxCycle’s features
are similar to our old software.
I knew my old software inside and out—I used
it for about 15 years. My staff were hesitant in
learning a new program, so I brought them to a
TaxCycle seminar. I highly recommend attending.
The best TaxCycle feature for me in relation to
AFR is the T5008 handling. I don’t have to type
every sale or transaction of a disposition of
stocks. My average client usually has about 30 to
50 dispositions, but I also have clients who have
100 to 200 dispositions. That is a huge timesaver.
Location: Markham, Ontario
Number of returns: 1200 T1s, 50-75 T2s
Staff: 3, plus a couple seasonal employees
Specialties:T1s, T2s (plus bookkeeping).
Products: Complete Paperless Tax Suite
First T1 season with TaxCycle: 2015
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