CES Technology Partner:  Welcome Back TaxCycle

Knowledge Bureau is pleased to announce that TaxCycle will be joining us again as a technology partner in our fall Virtual CE Summit events including the next online workshop and course on September 23, 2021 which will focus on a relevant post-pandemic topic: Audit Defence in Compiling Financial Statements, GST & Payroll. Within Knowledge Bureau’s new Virtual Auditorium, attendees will have the opportunity to interact with TaxCycle in the Auditorium Hall.  Here’s a sneak preview of what you’ll learn as you pop into their booth at  the event.

Enrol for the September Virtual CE Summit now – early-bird pricing ends September 15.

About Tax Cycle

Founded in January 2010, Trilogy Software Inc. creates a suite of professional tax software for Canadian tax preparers and accountants. Trilogy launched DoxCycle, a tax source document management software, in the fall of 2011. In the years that followed, they created TaxCycle and expanded it into a full suite that provides comprehensive tax preparation software for firms of all sizes. The TaxCycle Suite offers forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Based in Calgary, Alberta, with staff across Canada, Trilogy Software is proudly Canadian.

PROFESSIONAL EDUCATIONAL PHILOSOPHY:

To us, providing training for our clients on how to use our software just makes the choice to use TaxCycle that much easier.  While we provide many means for our clients to educate themselves and their staff on how to use our products, we do not provide specific training in taxation.  For this reason, our partnership with Knowledge Bureau is a win-win.

As an Education Partner, the Knowledge Bureau provides our clients with access to up-to-date tax information and commentary through EverGreen Explanatory Notes who use this valuable resource as a means to receive ongoing tax training for themselves and new staff. 

WHAT’S NEW/CURRENT INITIATIVES

We strive to keep TaxCycle current with the latest technology and are continually refreshing the interface.  Keeping current means we can continue to provide great security, reliability and speed.  Driven largely by our customers, our focus is to make each new version of TaxCycle better than the one before with emphasis on increasing productivity and saving time. We fully support all of CRA’s electronic services and provide comprehensive carry forward from a number of competitor products. 

This year we launched a new electronic signature and document sharing service called TaxFolder - https://www.taxcycle.com/products/taxfolder/ .  We will also be releasing a new T2202 module for TaxCycle later in 2021.  Future features will include additional capabilities to corroborate with your clients online and cloud storage of options and authorizations.  For the latest on where TaxCycle is headed, visit www.taxcycle.com for more information and participate in our free webinars.

PRODUCTS AND SERVICES:  SPECIFIC BENEFITS FOR ADVISORS/CLIENTS

TAXCYCLE: COMPREHENSIVE AND MODERN TAX SOFTWARE FOR YOUR MODERN TAX PRACTICE

1. Prepare multiple years from one program―When you buy this year's program, you automatically get all the prior years too. There’s never a need to purchase an archives subscription.
2. Integrated tax suite―Quickly access multiple applications and tax years from a single user interface. One install, that’s all.  TaxCycle auto-updates makes it easy to always stay up to date.
3. Comprehensive carry forward and back―Carry forward data files from most common competitor tax programs. See our website for more details. Your client is delinquent on prior year filings? With TaxCycle, you can start with the most current year and carry the return backwards to create the prior year files, then after completion, use our refresh carry forward feature to update your summaries!
4. Modern database and client management―Our powerful Client Manager module allows you to quickly and easily filter your client files to manage workflow and perform batch processes. Easily and quickly identify those returns not yet filed with balances due to avoid penalties and interest.
5. Client emails, letters and invoices templates―Our built-in templates make it easy to merge client data into emails, letters and invoices. And the Template Editor allows you to fully customize your correspondence.  Use Letterhead and Closing snippets to quickly brand all your correspondence for all years with a single click.
6. Reduced data entry―Smart Auto-fill my return (AFR) data download. Scan and import using DoxCycle. Carry back to prior years and refresh carryforwards. Smart copy/paste business statements. Corporate linking in T2. Excel® import into slips modules or any form. SlipSync from slips to T1 returns.
7. Tools you can’t live without―Electronic signatures, DoxCycle, Client Manager and Template Editor help you serve clients better and faster. Customizable workflow, review messages with quick fix solutions to ensure accuracy. Family Transmit of all returns in a file at once.
8. Intuitive form and field search―Form search that works like your favourite search engine. Press F4 to search by keyword, line number, amount, account number, name, business, and more. On a form, use Ctrl+F to search the words on the page to jump quickly to the field you need.
9. Options for everyone―TaxCycle fits your office, whether large or small. Share only the options you want. Hide review messages you don't need. Configure status items, workflow tools and custom reports.

Enrol for the September Virtual CE Summit now – early-bird pricing ends September 15.