The countdown to EFILE is on. Is your practice ready to hit the ground running when the systems open? We will walk you through critical configuration options in TaxCycle that you should review before you start filing.
In this webinar, you will learn how to:
- Update Key Credentials: Verify your EFILE number, password, and authorization details to ensure a seamless connection with the CRA.
- Automate Your Workflow: Configure default folders, file naming conventions, and workflow groups to keep your practice organized automatically.
- Standardize Client Correspondence: Set up your letterhead, invoices, and prices to ensure every client interaction is professional and consistent.
Join us to optimize your TaxCycle software for a smoother, faster tax season.
Answer the polls during the webinar to earn verifiable CPD credits.
Elizabeth Kohl
2026-02-10 11:00 a.m. Mountain Time
45 minutes
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