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Pre-Season Training

Software training seminars for tax professionals
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Early tickets on sale until October 21, 2019!

Calgary, AB

Westin Airport Hotel
671 Aero Drive NE

Monday, October 28, 2019
9:00 a.m. to 4:00 p.m.

$69 $99

New Westminster, BC

Anvil Centre
777 Columbia St

Tuesday, November 5, 2019
9:00 a.m. to 4:00 p.m.

$69 $99

Mississauga, ON

Mississauga Convention Centre
75 Derry Rd W

Tuesday, November 12, 2019
10:00 a.m. to 5:00 p.m.

$69 $99

Live Broadcast

Your Office, Boardroom, Couch...
Headphones/Speakers Required

Tuesday, November 12, 2019
10:00 a.m. to 5:00 p.m.

$0

Earn six verifiable professional development credits.

In-Person Seminars

Immerse yourself in TaxCycle. Ask questions directly, hear stories from your peers. Lunch and coffee breaks included.

Online Viewing

Can’t make it to a seminar? We’re broadcasting live on November 12th. Invite your whole team to watch together.

Space is limited. Register today.

"A wonderful way to prepare yourself for the upcoming tax season."

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Randy Larson
Focused Bookkeeping


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.

Space is limited. Register today.


Frequently Asked Questions
Get ready for the day

Why should I attend in-person rather than online?

If you're near a location where we are presenting in-person, we highly recommend spending the day with us. Attendees at the in-person events have the opportunity to ask questions directly to the presenters and network with colleagues.

What time does the presentation start?

In Calgary and New Westminster, the presentation will begin promptly at 9 a.m. local time. Please arrive early enough to register, find a seat and fill your coffee/tea cup.

In Mississauga, the presentation and the live broadcast will begin at 10 a.m. Eastern Standard Time. The later start time is to accommodate online attendees from across the country. If you are attending in person, please arrive early enough to register, find a seat and fill your coffee/tea cup. If you are attending online, it is wise to sign in and test your system before we start presenting.

Are meals included?

In-person training in Calgary, New Westminster and Mississauga includes coffee breaks and lunch. (Breakfast is not included.)

When will I receive my certificate for professional development hours?

We will email certificates after the event.

  • If you attend in-person, make sure to register at the desk so that we can confirm your attendance.
  • If you attend online, you will be required to complete a quiz after the event. You must answer at least 80% of the questions correctly to qualify for the certificate.

Does this seminar only cover T1 topics?

No. While we often use T1 content in the examples, the content in the seminar is applicable across TaxCycle modules.

Are you recording the online event? Can I watch it later if I can't attend?

Yes. Whether you attend in-person or online, you will be able to watch the recording. We will send you a link to the recording a week or two after the broadcast.

What are the technical requirements for the online event?

You will need to be at a computer with either speakers or headphones and a high-speed internet connection. In addition, that computer must meet system requirements. Please visit this page for details and to test your system: https://event.on24.com/view/help/sysreq.html

Do I need a ticket to attend the in-person seminars?

Yes. For in-person seminars, we use tickets to confirm your attendance and qualify you for the professional development credits. Please print the ticket attached to the order confirmation email and bring it to the event. Or, open the Eventbrite app on your mobile device and show the confirmation when you arrive.

If you registered a ticket on someone else's behalf, that person must claim their ticket from the email they received from Eventbrite. To claim a ticket, click on "Claim Your Order" within the email. It will open the Eventbrite website to log in or set a password. 

Can I transfer my registration to another person?

Yes. If you are attending in-person, please call 1-888-841-3040 or contact us to make the change. If you are replacing someone else at the event on the day, please let us know so we can update your certificate information.

Where can I park? Is it free or paid?

Please contact the venue for the most current information on parking.

I need to stay overnight in order to attend the event. Is there a special room rate?

No. The event is only one day; we cannot negotiate a room rate for attendees.

Do I need to bring a laptop?

No. The presentation does not require a laptop. If you feel like bringing one, you are more than welcome. Please be aware that power supply and internet access is not provided in Calgary, New Westminster, Mississauga.

Are you offering seminars in French?

Yes. We are offering in-person training in French in Laval, La Prairie and Québec City. Please visit the French version of this page to register.

Space is limited. Register today.