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Client Manager Setup and Searches - Video
Learn how to get the Client Manager running in your practice. Delve into how to find what you want in the Client Manager using custom filters and saved searches.
/resources/video-library/client-manager-videos/client-manager-setup-and-searches-video/
Updated: 2025-11-04
Filing Videos
Learn how to file returns using the TaxCycle Suite with this collection of video tutorials recorded during our webinars.
/resources/video-library/filing-videos/
Updated: 2025-03-10
EFILE and Express Notice of Assessment (NOA) - Video
Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle.
/resources/video-library/filing-videos/efile-and-express-notice-of-assessment-noa-video/
Updated: 2025-03-10
ReFILE and T1-ADJ - Video
Watch this video to learn how to transmit a ReFILE adjustment to T1 return with the Canada Revenue Agency. 
/resources/video-library/filing-videos/refile-and-t1-adj-video/
Updated: 2025-04-02
Onboarding Videos
Get started with TaxCycle today and find out for yourself why thousands of tax preparers have already switched to the TaxCycle Suite.
/resources/video-library/onboarding-videos/
Updated: 2025-11-17
Carry Forward Returns (7m06s)
Learn how to seamlessly carry forward returns from ProFile®, Cantax®, Taxprep®, DT Max®, and of course TaxCycle.
/resources/video-library/onboarding-videos/carry-forward-returns-7m06s/
Updated: 2025-09-12
Download and Activate TaxCycle (5m51s)
Watch this video to learn how to download, install and activate the TaxCycle Suite.
/resources/video-library/onboarding-videos/download-and-activate-taxcycle-5m51s/
Updated: 2025-09-12
Audit and Review Tools (3m59s)
Watch this short video (3m59s) to learn how to speed up tax return review in TaxCycle. 
/resources/video-library/onboarding-videos/audit-and-review-tools-3m59s/
Updated: 2025-09-12
How to Print in TaxCycle (4m44s)
Watch this short video (4m44s) to learn how to print and create PDFs of forms and tax returns in TaxCycle.
/resources/video-library/onboarding-videos/how-to-print-in-taxcycle-4m44s/
Updated: 2025-09-12
Create a New Return (4m07s)
Watch this video to walk through the preparation of a basic T1 tax return in TaxCycle.
/resources/video-library/onboarding-videos/create-a-new-return-4m07s/
Updated: 2025-09-12