Upcoming Webinars

Learn how to integrate DoxCycle into your practice. Find out how to create an organized PDF archive of your clients’ source documents, link it to TaxCycle, use it for review and keep it on hand to respond to any CRA requests.

Presented by: Elizabeth Kohl

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Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:

• Client Manager reports
• Auto-fill my return (AFR)
• Prior-year returns
• Review tools
• EFILE
• Printing

This webinar is designed for those considering switching to TaxCycle or those who have recently switched.

Answer the polling questions during the webinar to earn CPD credits.

Presented by: Parmider Kaur

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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.

Presented by: Parminder Kaur

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