Hi - I recently switched over to TaxCycle from CCHiFirm and am looking for suggestions on how to streamline the process for both myself and my clients in using the product to maximize efficiencies. If anyone else has switched over, do you have any tips? How did you introduce the new product to your clients?
I switched in 2012. I never introduced the new program to my clients. I assume the information needed to prepare a T1, T2, T3, etc in TaxCyle is the same as in another program. I assume the process is the same, too, on the client-side. Maybe I’ve misunderstood your question.
CLIENT COLLABORATION
Other than TaxFolder for signatures and in season document sharing, TaxCycle does not have any of the collaborative tools of some other apps or tax programs. Even the PreSeason and PostSeason Letters are missing the bells and whistles of some apps.
I suggest using a separate collaborative or fetch/push apps.
Beware of DoxCycle. It will suffle all your pages and pdf docs into some random order.
LEARNING TAXCYCLE
Each tax prep application has it’s own innate structure and workflow procedures. I recommend re-entering 10 use cases of prior year clients into last year’s TaxCycle to learn how it works.
Test:
Data entry and proofing
Reports
Printing
Workflow
Templates