Profile vs TaxCycle

Hello Protax community,

Currently, I am using taxprep, however, they have increased the rate to an unreasonable amount.

I am now searching for a new tax software to file T1s and I’m considering Profile or Taxcycle.

The following are important to me:

  • Secure portal/document manager included to securely upload the tax return which clients can easily access
  • Digital signatures so clients can easily sign the T183, etc.
  • Ability to import tax files from tax prep
  • CRA auto fill

I will contact sales support, however, I wanted to hear what the users had to say.

Thank you and hope to be joining the community!

TaxCycle checks all the boxes and so much more. I have been using it for a few years now and have no complaints.


Good Morning Healthy Man

As a former TaxPrep user for several years who also left as the cost escalated, I certainly appreciate your situation.

I started with TaxCycle in 2014, and haven’t considered leaving at any time since. AS I expect most current TaxCycle users will tell you, the most important reason is the exception support offered by their team. No matter the problem you may suddenly find yourself with while using the product, they have always responded immediately or almost so. They have bailed me out of many situations, including a few self-inflicted mistakes on my part.

The only problem you may have with the program is that the e-signature and portal part of the service is still in its infantance, and may not be up to the standards you are accustomed to. The come tax season will be its second year and I anticipated improvements.

Good luck


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Absolutely love love love this product… the main reason is the support as mentioned by someone else.

You cannot underestimate the value of support. I am familiar with the current support system for Taxprep (thru dealings with a colleague) and the two just do not compare.

They actively listen on an ongoing basis to issues we run into or ideas we have to streamline or to provide more details as needed. Updates are ongoing and we do not have to wait for Spring release to take advantage.

Personally, they helped guide me through a solution to complete over 125 T2200 that had varying data into each form… that is to say… they provide guidance in how to extract a template, input the template and import back into software… all included in my annual fee.

All major tax softwares offer CRA autofill and there are additional support resources that Taxcycle is/has tweaking to go hand in hand with deciphering some of this downloaded info.

Conversion is seamless… I have converted files from both Cantax and Taxprep with no issue.

Digital signatures, document portal etc. some of us use third party ( Adobe and other more sophisticated softwares) to manage that side of the equation although Taxcycle has a program going into its 2nd year that will handle that side.

Again, the support is by far superior to any other software I have ever used.

Hope you decide to join us.

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Less expensive than Profile, TaxCycle does it all - there IS a learning curve, although if you’re familiar with tax programs in general, there is a general similarity in what and how they do things.

As others have mentioned, the support is exceptional. Not only on this forum (which they monitor for issues that are “development-related”) but on an individual call-in or email-in basis. Look on here for posts from Cameron (Cameron Peters - who was the originator of Cantax and Profile, in addition to TaxCycle). Lots of engagement directly with users!

But what we all care about MOST is accuracy and the assistance in generating the best results for our clients, be it T1, T2, T3 etc…and TaxCycle does an excellent job in all of those use-cases.

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I really think all my competition should chose Profile. :grinning:


I switched from Profile to TaxCycle for the 2012 year. Profile had been getting more expensive and less reliable. Profile could not even calculate the optimum pension splitting amount and they didn’t even correct the software. TaxCycle is improved each year and issues are dealt with very quickly. From what I recall, the only place where Profile was better than TaxCycle was in the creation of customized lists of client files. I would easily recommend TaxCycle over Profile. This community is also a great resource for program and tax issues.


Support, support, support. Exceptional team. Amazing software that adapts and responds to the users inquiries. Got a suggestion, send it to Team TaxCycle and if they can they will implement. Got a question, you have an answer in record time.

I have tried almost every software, oddly though never Taxprep. TaxCycle is by far the best Tax preparation program I have ever used.

Best suggestion is download a trial version and see for yourself.

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I have worked on other softwares like Cantax, Profile and Tax prep etc. But Taxcycle is the best so far. Very user-friendly and excellent support team. I highly recommend Taxcycle.

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I concur with my fellow TaxCycle users posting here - it is the best solution available at present. However, TaxCycle itself does not INCLUDE a secure document portal - TaxFolder is an additional product you can buy from Trilogy Software (makers of TaxCycle) to accomplish that functionality. Personally I find TaxFolder too expensive, but I don’t want or need such a robust product.

I use, which allows me to upload and send documents for electronic signatures, and clients don’t have to log in or create an account (I can choose to have the completed documents emailed to me, or I can access them via the secure portal online).

Note that TaxCycle integrates seamlessly with TaxFolder, and (if I remember correctly) also has some integration with DocuSign. SignNow and other signing services are not integrated with TaxCycle, so I have to save a PDF locally, then upload it to (which I prefer to do anyway).

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I also concur with all the posts above about the many benefits of TaxCycle. I migrated to TaxCycle in 2020 after being with Profile since 2000, and Cantax before then. Profile started losing its appeal after the company was sold to Intuit, and appears to have gone downhill since then. For me, changing software was long overdue, and I’m having a much better experience using TaxCycle. I loved Profile, but often felt like a small fish in a stream with no voice. Although they encouraged suggestions for software improvements, they weren’t implemented, and software glitches would often be ignored for long periods of time as they chose to bundle all fixes into a major release, and even then, some changes were missed.

TaxCycle has implemented so many time saving innovations as others have mentioned. My favourite is the ability to import data from Excel, such as donations! I only purchased the T1 program of TaxCycle. For e-filing, I use Adobe Sign, and for secure document transport and storage, I use and also For this new 2021 tax season, I also purchased a license with e-Courier for their new e-signature solution (thought I’d try it out). TaxCycle allows for many custom templates, including with e-Courier - I’m looking forward to setting these up for this upcoming tax season. One of the biggest perks with TaxCycle is this awesome community who are so giving of their time in sharing information. Profile also has a community forum, but it falls short of the support offered by this wonderful group of caring individuals in this TaxCycle forum. This was the biggest selling point in winning me over to TaxCycle!!! As someone else mentioned, there is a bit of a learning curve, so by purchasing the software early before tax season, hopefully you’ll have time to play, customize some reports, reorganize the printed tax returns to the format you want, etc. TaxCycle has many terrific video tutorial explaining how to configure and work with the software which will help you figure things out. I’m sure you’ll love TaxCycle as much as we do.

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I switched in 2012 to TaxCycle and have never been happier. It is slightly cheaper than Profile but has way more features. I have been working for someone since 2017 who uses Profile and it doesn’t even come close to the productivity of TaxCycle. Last year it was so slow at times and periodically it would crash. At work we do a lot of pension splitting and with TaxCycle at home it does it automatically. In Profile, it’s not that smart - you have to tell it too. Also on the last few filing days, it was hard to electronically submit using Profile. There apparently was some sort of bug. You had to do it six times before it would accept. With all other software, no issues sending.

The support is awesome and they always listen to new suggestions and help out as much as possible. I once looked at TaxPrep and figured why spend that kind of money when TaxCycle has it beat hands down.


First of all thanks for all your replies, I can see this is a great community!

@kevin thank you for pointing out - optimum pension splitting!

@Nezzer I agree TaxFolder is a bit pricey.
I checked out I use something similar A friend mentioned
Generally, I use these platformss for getting engagement letters signed. I am hesitant to trust these digital signature sites with the T183’s - do you use signnow for T183’s?

I read on the eversign website today…

Each and every transaction happening on the eversign platform is processed by a closely monitored server infrastructure and encrypted using industry-standard 256-bit HTTPS Encryption

that is making me feel less hesitant to use these softwares to get T183’s signed.

PandaDoc looks quite secure as well

@kozakworld Thank you for mentioning - Took a look at the site and it looks great. This is what you use for your portal? (e.g. transmitting tax returns to clients and receiving tax slips from them?)

From the sounds of it, Taxcycle is more intuitive and efficient which is a huge factor for me.

However, my concern lies with…
The portal (so I can securely send taxpayers their returns and they can send tax slips)
Esignature (so they can easily sign engagement letters, T183, etc.)

Taxcycle has a solution for this, however, its $595. Whereas Profile includes some sort of hub with the subscription that can act as a secure portal.

I see adobe is $20/month
Docusign is $25/month

However, its looking like the portal can be handled by and the esignatures can be handled by an esignature website like PandaDoc.

I will solve the portal and esignature issue and get Taxcycle.

Has anyone had a great experience with a third-party portal and/or esignature site not mentioned above?

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I did some research in Jan-Feb and tried several signing services including eversign and Pandadoc.

Pandadoc does have a free option, but there are some limitations, such as the inclusion of an extra page showing details about the signature and security. I didn’t like having this extra page added to every signed doc.

With some services, the size of the completed (signed) PDF was much larger than the original (like 1 MB, vs a 10 KB original).

I liked the abundance of features offered by, but their basic plan ($8/month) allowed only 250 documents per year. SignNow allows an average of 100 documents per month (this is averaged over the course of a year, so 300/month during March & April is ok).

And yes, I use it for T183s. I haven’t been asked to provide T183s to CRA for several years, so I can’t say whether they are 100% compliant. There is an option to require signers to use 2FA (which I haven’t implemented), but I suspect that may be useful if CRA questions who actually did the signing.

I’m relatively confident that all these e-sign services use the latest in security technology - otherwise, why pay for such a service? You could just send a PDF via email, and have the client sign that electronically.

I have delivered tax returns to clients via SignNow - they can click the link to access the document online, and download it. But, of course, there is no way for clients to upload their slips. For that I have generally been using a shared folder on Google Drive or MS One Drive. To minimize security risks, I create a specific folder for a client, send them a link to that folder, they upload their documents, I retrieve them, then I delete the documents from the folder AND remove the sharing property. Thus, even if someone else obtained the link, it would not be open/available for long.

Hope that helps!


I concur with everything you say about Taxcycle. I will never use any other tax preparation software. This is the best in the industry for professional tax preparers.

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Following up on a portal solution …

One of my main concerns with any software is having it Canadian owned and content stored on servers located in Canada. USA has legislation that mandates government bodies access to your data (ie: search warrant, subpoena, etc). If documents are requested, are they turned over in an encrypted form or non-encrypted form is always a concern. A few years ago, I saw Dropbox’s statistics stating they turned over approx 25% of subpoena requested files, and many of those had court ordered clauses stating that the customer was NOT to be informed of this transaction. I checked on Dropbox just now and they only show a graph of the different types of data releases. Dropbox now adds a clause stating that the data they give to the authorities is in an encrypted state, leaving it up to the authorities to decrypt it (this clause was not there when I last looked at Dropbox). There is no such legislation in Canada. However, I’m told that if a US software provider has servers located in Canada for Canadian customers, the data on those servers, because they are owned by the US companies, could also be accessed by subpoena by US authorities. Microsoft One Drive would fall into this category.

The issue I’ve had with safely storing and transmitting client tax data, keeping them out of the hands of US law makers, is that there are very few Canadian owned companies in this industry. and are the two main companies that I’ve found that are both Canadian owned with servers located in Canada, and both have a high focus on encryption and security. I had a couple of long conversations about this with the sales rep from e-Courier (out of Toronto) who tells me that she has been working closely with the CRA in creating legislation to safeguard Canadian tax data. For e-signature programs, we really had NO Canadian companies offering this service, which is probably a main reason why TaxCycle created their TaxFolder software, and as of a few months ago, e-Courier went online with their version of an e-signature software. These are the only two Canadian e-signature companies that I know of. I’ve been using Adobe Sign (US based) only because of the lack of Canadian options available. I set a password on my T183’s and other confidential data transmitted using Adobe Sign only because the signed document is then sent by regular email to the user as an attachment, so I want this attachment to be secure.

I like @Nezzer’s solution, which is to delete the files from the server as soon as he acquires them. That’s not to say that companies may maintain backup files of the deleted software on their servers. With the Internet, you never know how many copies are out there.

With the 2 TB of data that I receive from, I use it as backup to auto sync files on my office computer for secure backup. I also have a custom folder for shared files with clients where I’ll share a particular folder with client data for that client. I set a folder password so that the client is required to enter the password to access the data. The problem I’ve faced is that some of my clients just aren’t computer savvy. I’ve had to make my passwords simple for them (like the last 6 digits of their SIN). And many of my clients chose to only view the documents from the Sync link, but don’t actually download the files to their computer. Thus, I find them repeatedly going back to the link to review their tax files, even though I specifically instruct them to download the files. I’m guessing they are accessing the files using their smartphone vs their computer. If I delete the files, then they are asking me once again for a copy of them. To get around this, I started zipping the files and only placing a zipped file into their shared Sync folder. This forces them to download the files.

I like as a secure portal to transmit documents. It allows the user to create their own passwords to access their guest email account that we create for them. I like the strong security it officers, especially that it automatically deletes messages (3 months is a default with max = 1 yr). It also forces you to download all attached files in order to open them. One thing I don’t like about it is the simplistic front end (no bolding, bullets, etc). The issue my client’s have is that many of them like to use their email for archival purposes to easily find old documents they need. The auto delete in e-courier doesn’t allow this. I still have clients sending me confidential tax documents by email even though I have made them a free guest account on e-courier or created a shared folder in where they can upload their confidential tax files - they don’t always remember to use it. They don’t seem to care that email is not secure. Many of them also don’t want yet another email program, albeit secure, and thus don’t access the messages I send them using e-courier (I get regular messages from e-courier that the email I sent with their tax documents has expired, unopened, leaving me with the option to renew it or let it cancel). To encourage my clients to send me documents using e-courier instead of email, for this upcoming tax season I invested an additional $200 with e-courier to purchase their SECURE LINK feature. It’s a link that gets added to all my outgoing emails with a secure link for clients to upload files securely to me. The user enters their email address to track who the message is from. If a free guest account has already been created for them prior to their upload, the upload will be linked to their free guest account so they can track it when they log into their account. We’ll see if this solution is used during this next tax season.

Finally, a final thought about e-signatures. When CRA first started allowing e-signatures on the T183’s at the start of covid, I spoke to a CRA agent at the e-file help desk who stated that the electronic signatures had to be an actual signature (they couldn’t be typed). I liked that Adobe Sign supported this, so all my electronically signed T183’s have an actual signature. I purchased the license to Acrobat for $20.99 monthly which comes with Adobe Sign, so added value. E-Courier’s solution to e-signature has the user TYPE their name. No actual signature. Their sales agent has confirmed that this is acceptable, but I’ve chosen to hold off using it (even though I paid for a license to use it) until I verify that typed signatures are acceptable. I don’t know what format TaxFolder or other e-signature software uses (typed name or actual signature on the T183). E-signature is also accepted on the AuthRep forms, and was accepted on the T2200S and Form T2200.

Hope this helps.


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Hi Nezzer, I would say comparing the signature on T183 to the signature on client’s ID is more effective than using 2FA. I work at casino, comparing signatures is most effective way to catch people using false identification.


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E-signatures aren’t usually “drawn”. You just type your name and choose a script type font. So that would never match an actual signature.

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All my e-signatures with Adobe Sign are “drawn”. I didn’t accept any typed signatures this past year based on the reply I received from the e-file help desk specifying drawn signatures. I actually asked on this forum about whether other tax practitioners were accepting typed signatures but never received a reply to that question - I’m guessing because no one wants to have their T183’s reviewed by CRA in case they are monitoring this forum. Before I purchased a license to Adobe Acrobat and started using Adobe Sign, I used the free version of Adobe Acrobat which gave customers the option to type their signatures. Several clients typed them and I had them redo it with a drawn signature. With my paid license to Adobe Sign, I was able to customize it to allow only drawn signatures. Thus the reason why I’m not sure about e-Courier’s solution which allows only typed signature.

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I only accept e-signature signed by the client with their finger and matched their signature on their ID. If CRA questions about validation of the signature on T183s, I can show CRA that I did my diligence to ensure the signature on T183 was signed by the taxpayer.