On-Demand Training

Earn CPD Credits

Catch up on recent TaxCycle webinars through on-demand training


Pre-Season Training

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


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)

Learn from TaxCycle experts

Cameron Peters
CEO & Founder


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

Elizabeth Kohl
Director of Communications & UX


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

Sarka Hojda
Tax Analyst


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