Menu
Buy Now
Try Now
Français
Home
TaxCycle
1-888-841-3040info@taxcycle.com
Buy Now Try Now

Search

Extract Data and Post to TaxCycle
Learn how post data extracted from slips from DoxCycle into TaxCycle tax returns.
/resources/help-topics/doxcycle/extract-data-and-post-to-taxcycle/
Updated: 2024-10-02
Privacy Policy
The TaxCycle privacy policy. How we collect and use your data.
/legal/privacy-policy/
Updated: 2022-11-24
Client Email Notifications from TaxFolder
TaxFolder automatically sends email notifications to your clients on your behalf. This topic explains the triggers, contents, and intended use of those emails.
/resources/help-topics/taxfolder/taxfolder-email-notifications/client-email-notifications-from-taxfolder/
Updated: 2023-02-16
Client Manager Window
Help topics about the different areas in the Client Manager window, including saved searches, detailed filters, columns and views.
/resources/help-topics/client-manager/client-manager-window/
Updated: 2021-05-25
Column Layouts
In the TaxCycle Client Manager List Returns view, you can choose which columns show and set the order in which they appear.
/resources/help-topics/client-manager/client-manager-window/column-layouts/
Updated: 2024-10-10
Excel® Export
Learn how to export Client Manager data to an Microsoft Excel® workbook.
/resources/help-topics/client-manager/client-manager-window/excel-export/
Updated: 2024-10-10
Overview of the Client Manager
How to navigate the Client Manager window.
/resources/help-topics/client-manager/client-manager-window/overview-of-the-client-manager/
Updated: 2020-07-17
Views
There are two different views for Client Manager search results.
/resources/help-topics/client-manager/client-manager-window/views/
Updated: 2024-10-10
Troubleshooting Client Manager
Topics on troubleshooting issues with the Client Manager.
/resources/help-topics/client-manager/troubleshooting-client-manager/
Updated: 2022-01-27
Client Manager Troubleshooting Steps
If you're having trouble with the Client Manager, the following list will help you troubleshoot any issues.
/resources/help-topics/client-manager/troubleshooting-client-manager/client-manager-troubleshooting-steps/
Updated: 2022-01-26