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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

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

Presenter: Andrew Little

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Template Editor Part 3: Conditions and Questions

Take your client communications to the next level with this three-part webinar series.

Part 3 includes:

  • Writing and using conditions
  • Creating repeatable sections
  • Answers to your questions (sent in before the session)

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Thursday, December 13 at 11:00 a.m. MT

Presenter: Elizabeth Kohl

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Client Manager Part 1: The Basics

Fine tune your Client Manager skills with this three-part webinar.

Part 1 includes:

  • Client Manager setup
  • Indexing and folders
  • Basic searches
  • Views and previews
  • Opening and carrying forward files

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Tuesday, December 18 at 11:00 a.m. MT

Presenter: Andrew Little

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Client Manager Part 2: Search and Batch

Fine tune your Client Manager skills with this three-part webinar.

Part 2 includes:

  • Search terms
  • Custom filters
  • Batch functions

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Wednesday, December 19 at 11:00 a.m. MT

Presenter: Andrew Little

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Client Manager Part 3: Layouts and Exports

Fine tune your Client Manager skills with this three-part webinar.

Part 3 includes:

  • Column layouts
  • Saved searches
  • Excel export

Answer the polls during the webinar to earn 0.75 verifiable CPD hours. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Thursday, December 20 at 11:00 a.m. MT

Presenter: Andrew Little

Register today


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