enfr

Webinars

“Magic” folders for client returns

New in TaxCycle this year: an easier way to configure the default folders for saving your client files.

See this new feature in action and learn how to:

  • Use variables to create a default folder structure
  • Automatically create folders by client name, year, and more
  • Configure exceptions to allow for custom folder paths
  • Convert your prior-year settings

andrew_avatar.jpg

Date and time: Wednesday, October 4 at 11:00

Presenter: Andrew Little

Register today


We don't have any webinars scheduled at the moment. Stay tuned for more upcoming webinars.


Looking to catch up on past webinar recordings? Visit our TaxCycle webinar recordings page.