DoxCycle (Part 2)

Updated: 2024-06-05

Learn how to integrate DoxCycle into your practice. Part two of this webinar series will guide you through using DoxCycle in your practice. (See part 1.)

Click a timestamp below to jump to a topic:

• Filtering the document index (3:26)
• Extracting slip amounts and post them into TaxCycle T1 (8:26)
• Adding documents to the automatic classifier (18:25)
• Printing tax returns into DoxCycle (22:34)
• Extracting files for upload to the CRA (26:37)
• Setting up a custom outline (29:07)

Date of broadcast: November 29, 2018
Presented by: Andrew Little