“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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Looking to catch up on past webinar recordings? Visit our TaxCycle On-Demand webinars page.


DocuSign Electronic Signatures

The Canada Revenue Agency now allows electronic signatures on the T183 and T183CORP. TaxCycle integrates with DocuSign to streamline obtaining signatures from your clients. Learn how to:

  • Link your DocuSign account with TaxCycle
  • Set print options to request an electronic signature
  • Mask Social Insurance and Business Numbers
  • Track the status of electronic signatures in TaxCycle

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.


Date and time: Monday, March 30 at 11:00 a.m. MT

Presenter: Cameron Peters

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