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DoxCycle

Source Document Management

In the heat of tax season, managing thousands of documents can be the bane of any tax preparer's existence.

Why spend your tax season sorting through papers? Scan all the paper slips and receipts, and import electronic documents into a single, organized PDF.

No matter what kind of real or virtual shoebox your client brings you, DoxCycle handles the slips, receipts and other tax source documents. Then, sit back and let DoxCycle do the heavy-lifting for you. 

DoxCycle is included in the Complete Paperless Tax Suite and the Paperless Office. It is also available as a stand-alone module.

Switch to TaxCycle today

Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep® and ProFile® software.

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Scan paper slips and receipts

Gather a client's paper slips and receipts into your scanner and press Start. DoxCycle scans each one into a PDF and organizes them by type and taxpayer.

Import PDF, JPG, PNG, GIF, BMP, etc.

Have electronic documents from your clients? Import them into DoxCycle to sort and organize by taxpayer and document type, just like scanned slips.

Automatic and custom categorization

DoxCycle recognizes hundreds of different types of forms, slips, receipts and statements, and organizes them automatically into 50 different categories.

Drag and drop email attachments

Drag and drop an email message with attachments onto the window. DoxCycle strips the attachments and adds them to the PDF.

Link DoxCycle and TaxCycle files

Link T1, T2, T3, T4, T4A and T5 returns to related DoxCycle PDFs. Quickly jump from a taxpayer's return right into the related slip, receipt or source document.

Extract and post data to T1 returns

DoxCycle reduces manual data entry by using OCR (Optical Character Recognition) to extract the tax data from scanned slips for posting into TaxCycle T1.

Complete PDF archive

Save on filing space. Print the tax return back into the DoxCycle PDF. Always have an archive copy of the return with source documents for your clients. 

Respond to requests

Quickly extract a separate PDF of receipts or statements for upload if the CRA, Revenu Québec or other government authorities request more information.

Email PDFs securely with e-courier.ca

The e-courier.ca integration allows you to send and receive documents securely, via Canadian servers, straight from DoxCycle.

Supported documents and features

RETURNS
Number of PDF archives Unlimited
Number of slips and receipts per taxpayer Unlimited
Supports T1 returns from 2012 onward
Supports T2 returns from 2011 onward 
Support T3, T4/T4A, T5 files  
SUPPORTED SCANNERS
TWAIN-compliant scanners  
Non-TWAIN scanners (like Fujitsu ScanSnap) with alternate configuration
IMPORT DOCUMENTS FORMATS
Drag and drop email message with attached files  
Import PDF, JPG, PNG, GIF, BMP, TIF  
SUPPORTED CATEGORIES AND DOCUMENT TYPES FOR ORGANIZING DOCUMENTS
Receipts and Expenses: Charitable Donations, Child Care Expenses, Medical Expenses, Professional Dues Receipt, Public Transit Expenses, RRSP Receipt/Statement, Student Loan Interest, Union Dues Receipts  
Slips and forms: NR4, NR4-OAS, RC210, RC62, T1A, T1DD, T3, T4, T4A(OAS), T4A(P), T4A, T4A-NR, T4A-RCA, T4E, T4PS, T4RIF, T4RSP, T5, T10, T101, T183, T600, T737-RCA, T1013, T1032, T1043, T1135, T2200, T2202, T2202A, T5003, T5006, T5007, T5008, T5013, TL11A, TL2  
Other: Invoice, Notice of Assessment, Instalment Payment Information, Slip Instructions, Statements  
Classification assistant to help with organizing documents that aren't automatically recognized  
Create custom document outline  
EXTRACT AND POST DATA TO TAX RETURNS
Automatically extract data from: T3, T4, T5, T4A(P), T4A(OAS), T4E, T5007, RC62, RC210, medical expenses, donation receipts, RRSP contributions  
Add boxes to other slips for posting: T101, T2202/T2202A, T4A-RCA, T4PS, T4RSP and TL11A  
Post into a new slip or into existing slips  
INTEGRATION WITH TAXCYCLE
Post slip data into TaxCycle T1  
Open equivalent form and slip in TaxCycle automatically  
Create DoxCycle file from within TaxCycle  
Print TaxCycle tax return back into a DoxCycle file  
ONLINE SERVICES
Integrate with e-courier.ca for secure communications  
Save separate PDF documents for upload to CRA