Join Cameron Peters, CEO and Founder of TaxCycle, to learn how to make your practice more efficient. Whether you're thinking of switching to TaxCycle or you've already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team excited and ready for the coming filing season.
What you’ll learn
- What's new this year in TaxCycle
- How to switch your practice to TaxCycle and DoxCycle
- Ways to help you serve more clients or offer more services to your existing clients
- Help for quickly gathering information
- Tips for saving time when preparing returns
- Respond more quickly to requests for information
Learn more about the content of this seminar at www.taxcycle.com/seminar
What you take home
- Certificate for 7 CPD credits (professional development credits)
- Hard copy version of the 2016-17 TaxCycle User Guide
8:00 - Breakfast and registration
8:30 - Morning session
12:00 - Lunch
12:30 - Afternoon session
16:00 - Closing
Presented by Trilogy Software's founder and CEO, Cameron Peters
Learn from the person who started TaxCycle (as well as Cantax® and Intuit® ProFile® software). Cameron's presentations are peppered with useful tips and tricks for an efficient tax season. There are always a few surprises as Cameron adapts the presentation based on questions from attendees.
Frequently asked questions
What time does it start in the morning?
Doors open and breakfast is served at 8 a.m. The presentation starts at 8:30 a.m. (If you're running behind, or travelling from afar you have 30 minutes cushion...)
Can I transfer my registration another person?
Yes, just contact us at firstname.lastname@example.org or call 1-888-841-3040 to make the change.
Can I transfer my registration another location?
Yes, providing there is space available at that location. Contact us at email@example.com or call 1-888-841-3040.
Can you accommodate my dietary requirements?
We will try our best. Please contact us in advance at firstname.lastname@example.org or call 1-888-841-3040 to make arrangements.
Where can I park? Is it free or paid parking?
Please contact the venue for the most current information on parking.
I need to stay overnight in order to attend the event. Do I get a special room rate?
Because the event is only one day, we cannot negotiate a room rate for attendees.
Do I need to bring a laptop?
No. The presentation does not require a laptop. If you feel like bringing one, though, you are more than welcome.