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
Learn the basics of one of TaxCycle’s core tools. In this webinar, Parminder Kaur, Community Success Specialist at TaxCycle, will show you how to set up your print options to match your practice workflow in preparation for tax season. You will learn how to print forms and returns, create, modify and share print sets, as well as create PDFs from TaxCycle T1.
Presented by: Parminder Kaur
TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle suite. In this three-part webinar series, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to set up TaxFolder and seamlessly integrate it with TaxCycle, in order to easily request e-signatures, share documents with your clients and track engagement progress. Topics covered include:
Answer the polls during the webinar to earn 1.25 verifiable CPD credits.
Presented by: Sarka Hodja
TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle suite. In this three-part webinar series, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to set up TaxFolder and seamlessly integrate it with TaxCycle, in order to easily request e-signatures, share documents with your clients and track engagement progress. Topics covered include:
Answer the polls during the webinar to earn 1.25 verifiable CPD credits.
Presented by: Sarka Hodja
TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle suite. In this three-part webinar series, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to set up TaxFolder and seamlessly integrate it with TaxCycle, in order to easily request e-signatures, share documents with your clients and track engagement progress. Topics covered include:
Answer the polls during the webinar to earn 1.25 verifiable CPD credits.
Presented by: Sarka Hodja
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.