“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


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

Presenter: Andrew Little

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