Free On Demand TaxCycle Training - Earn 6 CPD Credits

Free On Demand TaxCycle Training - Earn 6 CPD Credits

Did you miss the live broadcast of our Pre-Season Training seminar? Watch the recording now on demand. Then, take the test to earn six verifiable CPD credits.

On Demand Video

6 Hours


Watch Now

Note: You cannot claim CPD credits for this on-demand training video if you have already received credits for a TaxCycle Pre-Season Training Seminar this fall or from the live broadcast on Nov. 12, 2019.


Whether you’re thinking of switching to TaxCycle or you’ve already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team ready for the coming filing season. You'll learn about:

  • Switching to TaxCycle
  • Configuring essential options
  • New! Cloud storage of options and permissions
  • Carrying forward files from your old software
  • Using review tools to increase productivity and accuracy
  • What's new in TaxCycle
  • What's new in taxes
  • Tools and tips for more efficient tax preparation
  • New!
  • Customizing workflow tasks to your office
  • Importing data from Excel®
  • Sharing data using SlipSync
  • What's new in electronic filing and services
  • New! DocuSign® digital signatures
  • Filing T1, RC-59 and other returns using EFILE and ReFILE
  • Downloading from CRA Auto-fill my return (AFR)