DoxCycle Source document management. In the heat of tax season, sorting through endless papers and receipts wastes valuable time that could be spent on more important tasks. DoxCycle is designed to take the stress out of the process.

Scan or import all your client's slips and receipts into a single, well-organized PDF. DoxCycle efficiently organizes tax source documents, leaving you free to focus on preparing returns.

DoxCycle is available as part of the Complete Tax Suite or as a stand-alone module.

Organized PDF of Client Source Documents
Scan paper slips and receipts directly into DoxCycle.
Import digital files and photos provided by your clients.
Add email attachments by dragging and dropping messages into DoxCycle.
Let DoxCycle automatically categorize hundreds of forms, slips, receipts, and statements for effortless organization.

Seamless Link Between DoxCycle and TaxCycle Files
Synchronize views for effortless data entry and review.
Extract data from documents and import it directly into tax returns.
Manage documents flexibly: combine all family members in one file or create separate files for each individual.

Respond to Information Requests with Ease
Quickly extract a separate PDF of receipts or statements to fulfill requests from the CRA.
Save filing space with a digital archive of returns and source documents for each client.
Add the completed tax return to the DoxCycle PDF and share it with your clients for their records.

HOMEPAGE:

https://www.taxcycle.com/products/doxcycle/

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