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.