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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

Register today


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


Switch to TaxCycle-June 20

Have you heard the buzz about TaxCycle? Want to know more about switching pro tax software this year? 

Join us for this webinar to find out why TaxCycle is trusted by Canadian tax preparers and accountants. This webinar will cover a few of the features that help you save up to a day a week. Sign up for a free trial and enjoy our support commitment (it’s free even during your trial period).

Receive 0.75 CPD credit if you attend on the day of the webinar. We cannot provide CPD credits for viewing webinar recordings later.

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Date and time: Wednesday, June 20 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today

Switch to TaxCycle-June 27

Have you heard the buzz about TaxCycle? Want to know more about switching pro tax software this year? 

Join us for this webinar to find out why TaxCycle is trusted by Canadian tax preparers and accountants. This webinar will cover a few of the features that help you save up to a day a week. Sign up for a free trial and enjoy our support commitment (it’s free even during your trial period).

Receive 0.75 CPD credit if you attend on the day of the webinar. We cannot provide CPD credits for viewing webinar recordings later.

perry-avatar.jpg

Date and time: Wednesday, June 27 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today