DoxCycle (Part 2)

Updated: 2019-08-16

Learn how to integrate DoxCycle into your practice. Part two of this webinar series will guide you through using DoxCycle in your practice. (See part 1.)

Click a timestamp below to jump to a topic:

  • Filtering the document index (3:26)
  • Extracting slip amounts and post them into TaxCycle T1 (8:26)
  • Adding documents to the automatic classifier (18:25)
  • Printing tax returns into DoxCycle (22:34)
  • Extracting files for upload to the CRA (26:37)
  • Setting up a custom outline (29:07)

Date of broadcast: November 29, 2018
Presented by: Andrew Little