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On-Demand Training

Earn 6 CPD Credits
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Did you miss the live broadcast of our Pre-Season Training? Watch the recording now on demand. Then, take the test to earn six verifiable CPD credits. Great training and CPD credits at no cost. 

Pre-Season Training

On Demand Video
Headphones/Speakers Required

6 Hours

FREE


Topics
Earn six verifiable professional development credits.

Whether you’re thinking of switching to TaxCycle or you’ve already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team ready for the coming filing season. You'll learn about:

  • Switching to TaxCycle
  • Configuring essential options
  • New! Cloud storage of options and permissions
  • Carrying forward files from your old software
  •  Using review tools to increase productivity and accuracy
  • What's new in TaxCycle
  • What's new in taxes
  • Tools and tips for more efficient tax preparation
  • New! Template sections
  • Customizing workflow tasks to your office
  • Importing data from Excel®         
  • Sharing data using SlipSync
  • What's new in electronic filing and services
  • New! DocuSign® digital signatures
  • Filing T1, RC-59 and other returns using EFILE and ReFILE
  • Downloading from CRA Auto-fill my return (AFR)

Speakers
Learn from TaxCycle experts

Cameron Peters
CEO & Founder

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Creator of Cantax® and ProFile® professional tax software, Cameron continues to shape the Canadian professional tax software landscape.

Elizabeth Kohl
Director of Communications & UX

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Presenter of tricky topics at webinars and author of documentation, Elizabeth delights in helping preparers make the most of TaxCycle.

Sarka Hojda
Tax Analyst

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Independent CPA, CGA turned tax software analyst, Sarka offers unique insight into how to work smarter in TaxCycle.