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Upcoming Webinars

Learn from the people who make TaxCycle

Level up your TaxCycle skills with a detailed overview of the top time-saving tools in TaxCycle:

  • Client Manager, Quick Search and batch operations
  • Carryforward
  • Info and Engagement worksheets
  • Coupled and family returns
  • Navigation and data entry
  • Exchange rate tool
  • SlipSync
  • Smart Copy/Paste
  • Review tools
  • EFILE
  • Printing

Answer the polling questions during the webinar to earn CPD credits.

Presented by: Parminder Kaur

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Join us for short demos based on your submitted questions and for a live Q&A with the TaxCycle team, including:

  • Cameron Peters, CEO and founder of TaxCycle
  • Allen Burns, Senior Tax Analyst
  • Andrew Little, Software Architect and founder of TaxCycle
  • Elizabeth Kohl, Director of Communications and User Experience
  • Sarka Hojda, Senior Product Manager and CPA/CGA

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: Parminder Kaur

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Find out about the latest tax and legislative changes and how they will work in TaxCycle returns.

Answer the polling questions during the webinar to earn CPD credits.

Presented by: Sarka Hojda

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Learn how to integrate DoxCycle into your practice. Find out how to create an organized PDF archive of your clients’ source documents, link it to TaxCycle, use it for review and keep it on hand to respond to any CRA requests.

Presented by: Elizabeth

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Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:

  • Client Manager reports
  • Auto-fill my return (AFR)
  • Prior-year returns
  • Review tools
  • EFILE
  • Printing

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

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Learn how to get the Client Manager running in your practice. Delve into how to find what you want in the Client Manager using custom filters and saved searches.

Presented by: Parminder Kaur

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Looking to catch up?

Watch prior webinar recordings.

System Requirements

You will need to be at a computer with either speakers or headphones and a high-speed internet connection.

Professional Development Credits

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.