IS THERE A BETTER WAY TO PREPARETAXES FOR YOUR CLIENTS?
Thoughtfully Modern.    Totally Familiar.
A little history …                                       1985-1995                                       1995-2008        ...
Over 100 years of experience  serving tax professionals.
DoxCycle scans tax source documents and imports data from T3, T4 and T5 slips.          Our OCR (Optical Character Recogni...
DoxCycle                                                                            Use any TWAIN-                        ...
TaxCycle makes preparing taxes faster, simpler and more flexible.     Modern software built with today’s preparers in mind.
TaxCycle                                   Simple, clean,                                   modern design.                ...
A taste of what’s coming in  TaxCycle and DoxCycle
Modern Design
Modern Design
Multiple WindowsWatch the YouTube video on maximizing screen space on yourwidescreen or dual-monitor setup. http://youtu.b...
F4 Fast Find      Press F4 to open     TaxCycle’s simple Fast Find search box.Matches what you type   with forms, issuers,...
Auto-completeType less with auto-complete of addresses, industry codes and more.See YouTube video at: http://youtu.be/hBC-...
Form Index                                       Hover over forms in the index                                       to se...
Form IndexThe TaxCycle index increases speed and accuracy of navigating forms. SeeYouTube video at: http://youtu.be/90ZdrS...
Carry Forward
Carry ForwardCarryforwards that ensure you don’t miss anything. See YouTube video at:http://youtu.be/ZkUPdGNw0GM
Adding Machine Tape    Control tape from       numeric keypad      Copy and paste tape       to a different field      ...
Adding Machine TapeDesigned with help from preparers like you; a powerful, flexible new tape.See YouTube video at: http://...
Auditing and Quick FixesUse Quick Fix to resolve audit messages without jumping to the form. SeeYouTube video: http://yout...
Client CorrespondenceEmail-first approach to templates is faster, cheaper and more commonthan paper-based correspondence. ...
Client CorrespondenceEmail-first approach to templates is faster, cheaper and more commonthan paper-based correspondence. ...
DoxCycle and ProFileUse DoxCycle to extract data from T4 slips and then export thatinformation to your ProFile* Profession...
DeveloperNetworkExtend and integrateTaxCycle or DoxCycleinto your currentsoftware systems.Join our developernetwork to use...
Priced fairly for all levels of businesses. Annual subscriptions available. See our “Founders Pricing” for the first 250 c...
Visit uswww.taxcycle.com• Website live as of September.• TaxCycle community,  documentation and online  purchasing coming ...
THANKS!www.taxcycle.com@cdpeters@taxcycle                           Sign up for mailing list@doxcycle                     ...
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Tax cycle and doxcycle Alan Salmon fall 2012 v3 for online

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@TaxCycle @DoxCycle @cdpeters This is the fall 2012 presentation used at the Alan Salmon Technology Seminar Series focused on accounting and tax tools for professionals in Canada. It includes several links to "how to" videos on YouTube.

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Tax cycle and doxcycle Alan Salmon fall 2012 v3 for online

  1. 1. IS THERE A BETTER WAY TO PREPARETAXES FOR YOUR CLIENTS?
  2. 2. Thoughtfully Modern. Totally Familiar.
  3. 3. A little history … 1985-1995 1995-2008 NowCameron Peters, CEO and Founder, is a 28 year veteran of the tax software industry and the original creator of Cantax® and ProFile®. ProFile is a registered trademark of Intuit Inc. and/or its affiliates. Cantax is a registered trademark of CCH Canadian Limited.
  4. 4. Over 100 years of experience serving tax professionals.
  5. 5. DoxCycle scans tax source documents and imports data from T3, T4 and T5 slips. Our OCR (Optical Character Recognition) process recognizes and organizes over 62 document types.
  6. 6. DoxCycle Use any TWAIN- compliant or ScanSnap scanner Import slips and documents from pdf, jpg, tiff, etc.Organized by principle taxpayer/spouse/dependants. Add annotations andSave client copy, source documents and TaxCycle preparer/partner checkmarkssource data all in one PDF. ensure communication and accuracy
  7. 7. TaxCycle makes preparing taxes faster, simpler and more flexible. Modern software built with today’s preparers in mind.
  8. 8. TaxCycle Simple, clean, modern design. <F4> Search box to quickly find what you need.The “live” index shows you theforms you want at a glance.
  9. 9. A taste of what’s coming in TaxCycle and DoxCycle
  10. 10. Modern Design
  11. 11. Modern Design
  12. 12. Multiple WindowsWatch the YouTube video on maximizing screen space on yourwidescreen or dual-monitor setup. http://youtu.be/KvPGh9YG4Ck
  13. 13. F4 Fast Find Press F4 to open TaxCycle’s simple Fast Find search box.Matches what you type with forms, issuers, keywords and more. Inspired by Google Search. So much power, so simple.
  14. 14. Auto-completeType less with auto-complete of addresses, industry codes and more.See YouTube video at: http://youtu.be/hBC-xrhwzTU
  15. 15. Form Index Hover over forms in the index to see a data preview. “Live” icons change to show forms with carryforward data or data you entered, or review messages.Use filters to show common forms forstudents, seniors or businesses.
  16. 16. Form IndexThe TaxCycle index increases speed and accuracy of navigating forms. SeeYouTube video at: http://youtu.be/90ZdrSl28qA
  17. 17. Carry Forward
  18. 18. Carry ForwardCarryforwards that ensure you don’t miss anything. See YouTube video at:http://youtu.be/ZkUPdGNw0GM
  19. 19. Adding Machine Tape  Control tape from numeric keypad  Copy and paste tape to a different field  Audit and review checkmarks  Auto-complete descriptions  Preview by hovering over review pane
  20. 20. Adding Machine TapeDesigned with help from preparers like you; a powerful, flexible new tape.See YouTube video at: http://youtu.be/-2rIdvW1BMs
  21. 21. Auditing and Quick FixesUse Quick Fix to resolve audit messages without jumping to the form. SeeYouTube video: http://youtu.be/_i2arQqPTBo
  22. 22. Client CorrespondenceEmail-first approach to templates is faster, cheaper and more commonthan paper-based correspondence. See YouTube video at:http://youtu.be/Z0OfjFp15WQ
  23. 23. Client CorrespondenceEmail-first approach to templates is faster, cheaper and more commonthan paper-based correspondence. See YouTube video at:http://youtu.be/Z0OfjFp15WQ
  24. 24. DoxCycle and ProFileUse DoxCycle to extract data from T4 slips and then export thatinformation to your ProFile* Professional Tax Software:http://youtu.be/Z0OfjFp15WQ *ProFile is a registered trademark of Intuit Canada Ltd.
  25. 25. DeveloperNetworkExtend and integrateTaxCycle or DoxCycleinto your currentsoftware systems.Join our developernetwork to use our API.Read more about itonline.
  26. 26. Priced fairly for all levels of businesses. Annual subscriptions available. See our “Founders Pricing” for the first 250 customers at: http://www.taxcycle.com/Pricing.aspx
  27. 27. Visit uswww.taxcycle.com• Website live as of September.• TaxCycle community, documentation and online purchasing coming in the next few months.• T1 preview download in December 2012• T1 2012 filing release in January 2013• T2 release next summer
  28. 28. THANKS!www.taxcycle.com@cdpeters@taxcycle Sign up for mailing list@doxcycle at our mobile site:info@trilogysoftware.com m.taxcycle.com

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