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Pre-Season Training

Save even more time. Train online.
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Two-Day Online Conference

We’re hosting two days of online training on October 17th and 18th. Invite your whole team and log in to get ready for the coming season. Depending on your training needs, you can register for both or just one of the days. Earn four verifiable professional development credits per day! All at no cost.



Day 1

Getting Started

TaxCycle Suite basics to help new users get started and existing users refresh their knowledge.

Wednesday, October 17, 2018
9:00 a.m. to 2:00 p.m. Mountain Time

Register for Day 1

Day 2

Beyond the Basics

Find out what’s new in the TaxCycle Suite this year and upgrade your skills on key features.

Thursday, October 18, 2018
9:00 a.m. to 2:00 p.m. Mountain Time

Register for Day 2


Speakers

For this two-day training event, we've brought together a stellar line-up of TaxCycle experts, respected professionals from tax and accounting communities, as well as technology trendsetters. Don't miss this opportunity to learn from those in the know.


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Cameron Peters

President and CEO
Trilogy Software Inc.

Original creator of Cantax® and ProFile® professional tax software, Cameron continues to shape the Canadian professional tax software landscape while leading the TaxCycle team.

On Day 1, Cameron will present an "Introduction to the TaxCycle Suite" and a segment on "Review, Filing and Printing". On Day 2, he will share "What's New in TaxCycle" this year.




cait-butler

Caitlin L. Butler

CPA, CA
Manager
Video Tax News

Panelist on the popular Video Tax News monthly Life in the Tax Lane videos, Caitlin is a tax specialist dedicated to the education of tax and financial professionals, focusing on personal and corporate tax matters for the owner-managed business person.  

On Day 2, Caitlin and Joe will take a break from presenting at the Video Tax News Tax Update 2018 to provide an exclusive keynote at our online conference on "Tax Trends in 2018."




joe-devaney

Joseph R. Devaney

CPA, CA
VP Education and Development
Video Tax News

Panelist on the popular Video Tax News monthly Life in the Tax Lane videos, Joe also contributes to tax publications and presents courses across Canada on both personal and corporate tax. 

On Day 2, Joe and Caitlin will take a break from presenting at the Video Tax News Tax Update 2018 to provide an exclusive keynote at our online conference on "Tax Trends in 2018."



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Andrew Little

Founder and
Software Engineer
Trilogy Software Inc.

Co-founder of Trilogy Software Inc., Andrew is at the heart of the technology behind TaxCycle. From the Client Manager, to workflow, to EFILE, he develops the tools you use every day in your tax practice.

On Day 1, Andrew will present a segment on "Setting Options." On Day 2, he will preview new features coming this year in his "TaxCycle Technology Update."




paul-churchman

Paul Churchman

Partner Success Manager
Xero

A Chartered Accountant from New Zealand, Paul led the Deloitte cloud team there. He has worked at Xero for three years and has recently moved to Canada to help firms move online.

On Day 2, Paul and Aaron will introduce you to Xero Accounting Software. Want to know more? Join them at the Xero Roadshow 2018 coming to a city near you starting October 11.




aaron-bloom

Aaron Bloom

Sr. Product Manager - Americas
Xero

An experienced product manager working out of the San Francisco Bay Area, Aaron is passionate about helping accountants support their clients with Xero's beautiful online accounting software.

On Day 2, Aaron and Paul will introduce you to Xero Accounting Software. Want to know more? Join them at the Xero Roadshow 2018 coming to a city near you starting October 11.



elizabeth-kohl

Elizabeth Kohl

Director of Communications and User Experience
Trilogy Software Inc.

Author of the TaxCycle online documentation and veteran presenter of tricky topics for TaxCycle webinars, Elizabeth delights in helping preparers make the most of TaxCycle.

On Day 1, Elizabeth will present a segment on "Data Entry, DoxCycle and AFR." On Day 2, she will put her skills to the test to answer your questions in the  "TaxCycle By Request" segment.  



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Jean-Guy Talbot

FCPA, FCGA
Founder & CEO of RêveNew Practice Management and Talbot & Associates

With 35 years in tax and accounting, Jean-Guy grew his practice Talbot & Associates, from one person to 60 staff and six locations across Manitoba. Passionate about sharing what he knows about running a successful practice, Jean-Guy speaks to accountants nationwide through RêveNew Practice Management.

On Day 2, Jean-Guy will present an exclusive segment on "Practice Profitability."



tony-croft

Tony Croft

Technical Support Representative
Trilogy Software Inc.

Tony has prepared tax returns for over 25 years. If you've called into our support centre, you'll recognize Tony's reassuring voice and indispensable knowledge.

On Day 2, Tony will speak on some of TaxCycle users' most-frequently asked questions: "T1 ReFILE, T2 amendments, and T2 RC59."



perry-giagos

Perry Giagos

Business Development Representative
Trilogy Software Inc.

Based out of Montréal, Perry travels across Canada spreading the news about TaxCycle. When not on the road, Perry doubles as a technical support agent, helping preparers get the most out of TaxCycle.

On Day 1, Perry will guide you through "Starting a T1 return" with a tour of the Start screen, carryforwards, Info worksheet, and creating coupled and family returns.




Agenda

Please note topics and order of the presentations outlined are subject to change. Therefore, we will not publish exact timing of each segment. We will of course provide breaks throughout each day.




Day 1

Getting Started

Wednesday, October 17, 2018
9:00 a.m. to 2:00 p.m. Mountain Time

Register for Day 1

Introduction to the TaxCycle Suite

Cameron Peters
TaxCycle

Setting Options

Andrew Little
TaxCycle

Starting a T1 return

Perry Giagos
TaxCycle

Data Entry, DoxCycle and AFR

Elizabeth Kohl
TaxCycle

Review, Filing and Printing

Cameron Peters
TaxCycle



Day 2

Beyond the Basics

Thursday, October 18, 2018
9:00 a.m. to 2:00 p.m. Mountain Time

Register for Day 2

What's New in TaxCycle

Cameron Peters
TaxCycle

Keynote: Tax Trends in 2018

Caitlin L. Butler & Joseph R. Devaney
Video Tax News

T1 ReFILE, T2 amendments, and T2 RC59

Tony Croft
TaxCycle

Practice Profitability

Jean-Guy Talbot
RêveNew Practice Management

Xero Accounting Software

Paul Churchman & Aaron Bloom
Xero

TaxCycle Technology Update

Andrew Little
TaxCycle

TaxCycle By Request

Elizabeth Kohl
TaxCycle

Frequently Asked Questions

What technology do I need to attend the webinar?

  1. A computer, laptop or even mobile device. We do recommend you consider screen size when logging in. While you can view the webinar using the GoToWebinar app on your mobile, it will be hard to see what we are doing on screen on a smaller device.
  2. Speakers or headphones. You must have speakers or headphones to hear the presentation.
  3. An internet connection of 1 Mbps or better (broadband recommended).

You can review the system requirements for Windows or Mac, joining from a web browser or mobile on this page: System Requirements for Attendees. To save you time, you can also test your system's compatibility from this page.

Does the online conference cost anything?

No. There is no charge for attending the online conference. 

I'm new to TaxCycle, should I register for both days?

Yes! We encourage you to sign up for both days of training. We do recommend you attend the first day and/or download a trial so that you can get used to TaxCycle before Day 2.

I've been to your seminar tour, should I register for both days?

Day 1 will be a great refresher on using TaxCycle. If you feel like you need that, or you have new staff, you are welcome to join us. If you just want to hear about new features or in-depth topics, skip Day 1 and register for Day 2.

Does this mean you won't be running the in-person seminars this year?

We've done our cross-Canada seminar tour for five years and love the experience and the feedback we get from attendees. This year, we wanted to try something different and invite you into our "home" in the form of an online conference. This also lets us address two requests we've had over the years: to provide an online version for those who can't travel to the in-person training, and to split the content up into segments for new users and for returning users. Rest assured, we will be back in your city in the future.

How is this different from your regular webinars?

Our online conference is longer and covers several topics, more like we have done in our in-person seminar tour. We'll be opening our fall webinar registrations after the online conference. So, if you need more help on a topic from the conference, just register for one of those webinars.

Will you be taking questions?

Yes. You can type a question at any time in the chat window. We will regularly choose from those questions to answer live. If we don't get to your question, we will email you after with the response. 

How do I earn verifiable professional development credits?

For each day you attend the webinar, we will send you an automatic email with non-verifiable credits. If you want a certificate with verifiable credits, you must answer at least 70% of the polls that we will ask throughout the session. 

Are you recording this? Can I watch later if I can't be there?

We are recording the event. We'll send out a video link after the event to all registered attendees. However, we encourage you to attend on the day for the most benefit, as we cannot offer professional development credits for viewing the video later.

We usually attend the seminar tour as a group, how can we do that and still get professional development credits?

Easy! Set up a viewing party in your boardroom, then each person logs into their laptop computer to register their attendance and answer the polling questions. Don't forget to mute the audio on your laptops or tablets! To avoid internet connectivity issues, we advise against using the mobile app.