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Prior Year Returns (2m05s): Watch this short video (2m05s) to learn how to quickly prepare multiple years of returns in TaxCycle with minimal data entry.
/resources/video-library/onboarding-videos/prior-year-returns-2m05s/
Updated: 2025-09-12
Client Manager Reports (1m36s): Watch this short video to learn how to customize the reports that come from the Client Manager.
/resources/video-library/onboarding-videos/client-manager-reports-1m36s/
Updated: 2025-09-12
Sharing Data and SlipSync (1m32s): Not only does TaxCycle have a single setup program so that one install gives you access to all tax returns and years, but it also easily shares information between returns, saving you data entry.
/resources/video-library/onboarding-videos/sharing-data-and-slipsync-1m32s/
Updated: 2025-09-12
Client Manager Setup (13m59s): Watch this webinar recording to learn how to set up the TaxCycle Client Manager so you can start searching your client files today.
/resources/video-library/onboarding-videos/client-manager-setup-13m59s/
Updated: 2025-09-12
File and Folder Options (5m10s): Watch this video (5m10s) to learn how to set the default file name format, folder structure and where you store your client files in TaxCycle.
/resources/video-library/onboarding-videos/file-and-folder-options-5m10s/
Updated: 2025-09-12
Preparer and Firm Options (6m16s): Learn how to customize options in TaxCycle to match your preferences and practice.
/resources/video-library/onboarding-videos/preparer-and-firm-options-6m16s/
Updated: 2025-09-12
Review and Print Options (4m29s): Learn how to manage your review messages and customize print sets in options.
/resources/video-library/onboarding-videos/review-and-print-options-4m29s/
Updated: 2025-09-12
Navigation (5m53s): Learn how to find forms and navigate in TaxCycle.
/resources/video-library/onboarding-videos/navigation-5m53s/
Updated: 2025-09-12
Return Preparation Options (8m28s): Watch this video to learn how to configure TaxCycle to work the way you want, set default values in fields for new files and set pricing options.
/resources/video-library/onboarding-videos/return-preparation-options-8m28s/
Updated: 2025-09-12
Sharing Options Profiles (5m29s): Watch this video (5m29s) to learn how to share TaxCycle settings with your coworkers.
/resources/video-library/onboarding-videos/sharing-options-profiles-5m29s/
Updated: 2025-09-12

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