In this webinar, you will learn all about TaxCycle’s workflow tools and how you can customize TaxCycle to match your practice workflow. Learn how to:
Presented by: Parminder Kaur
Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:
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: Parminder Kaur
TaxCycle’s data monitors allow you to monitor information in the open tax return without jumping to a specific form. In this webinar, you will learn how to work with data monitors and preset data monitor expressions, as well as how to edit and create data monitor expressions.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Cameron Peters
Join us for short demos based on your submitted questions and for a live Q&A with the TaxCycle team, including:
Answer the polls during this session to earn 0.75 verifiable CPD credits. To earn your credits, you must attend the webinar for the minimum time required.
Presented by: Elizabeth Kohl
Watch prior webinar recordings.
You will need to be at a computer with either speakers or headphones and a high-speed internet connection.
Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.
