@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.

1. IS THERE A BETTER WAY TO PREPARE
TAXES FOR YOUR CLIENTS?

2. Thoughtfully Modern.
Totally Familiar.

3. A little history …
1985-1995
1995-2008
Now
Cameron 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. Over 100 years of experience
serving tax professionals.

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. 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 and
Save client copy, source documents and TaxCycle preparer/partner checkmarks
source data all in one PDF. ensure communication and accuracy

7. TaxCycle makes preparing taxes faster, simpler and more flexible.
Modern software built with today’s preparers in mind.

8. TaxCycle
Simple, clean,
modern design.
<F4> Search box to
quickly find what
you need.
The “live” index shows you the
forms you want at a glance.

9. A taste of what’s coming in
TaxCycle and DoxCycle

10. Modern Design

11. Modern Design

12. Multiple Windows
Watch the YouTube video on maximizing screen space on your
widescreen or dual-monitor setup. http://youtu.be/KvPGh9YG4Ck

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. Auto-complete
Type less with auto-complete of addresses, industry codes and more.
See YouTube video at: http://youtu.be/hBC-xrhwzTU

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 for
students, seniors or businesses.

16. Form Index
The TaxCycle index increases speed and accuracy of navigating forms. See
YouTube video at: http://youtu.be/90ZdrSl28qA

17. Carry Forward

18. Carry Forward
Carryforwards that ensure you don’t miss anything. See YouTube video at:
http://youtu.be/ZkUPdGNw0GM

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. Adding Machine Tape
Designed with help from preparers like you; a powerful, flexible new tape.
See YouTube video at: http://youtu.be/-2rIdvW1BMs

21. Auditing and Quick Fixes
Use Quick Fix to resolve audit messages without jumping to the form. See
YouTube video: http://youtu.be/_i2arQqPTBo

22. Client Correspondence
Email-first approach to templates is faster, cheaper and more common
than paper-based correspondence. See YouTube video at:
http://youtu.be/Z0OfjFp15WQ

23. Client Correspondence
Email-first approach to templates is faster, cheaper and more common
than paper-based correspondence. See YouTube video at:
http://youtu.be/Z0OfjFp15WQ

24. DoxCycle and ProFile
Use DoxCycle to extract data from T4 slips and then export that
information to your ProFile* Professional Tax Software:
http://youtu.be/Z0OfjFp15WQ
*ProFile is a registered trademark of Intuit Canada Ltd.

25. Developer
Network
Extend and integrate
TaxCycle or DoxCycle
into your current
software systems.
Join our developer
network to use our API.
Read more about it
online.

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. Visit us
www.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. THANKS!
www.taxcycle.com
@cdpeters
@taxcycle
Sign up for mailing list
@doxcycle at our mobile site:
info@trilogysoftware.com m.taxcycle.com