doxcycle introduction (trilogy software)
TRANSCRIPT
Intelligent Source Document Management For Canadian Tax Professionals
Rob, 2002*
Andrew, 2002*Dan, 1997*
Cameron, 1985*
Colan, 1996*
Marc, 1987* Carl, 1999*
* Year started in tax software business
Most TWAIN Compliant scanners will work fine, but here’s 3 we like
Fujitsu 6130 HP Scanjet Pro 300Kodak Scanmate i1120
Trilogysoftware.blogspot.com
1. Start with the highest quality document you can
2. Scan multi-page documents separately
3. Split up T-Slip pairs
4. Duplex scan double sided documents
5. Tweak the scan settings when you need to
6. Set the optimum resolution to at least 300 dpi if scanning
outside DoxCycle
7. Don’t worry about upside down documents
DoxCycle can be used with all pro tax software; with additional integration for ProFile users
1. Create new DoxCycle file from a ProFile T1 file; Spousal and
Family returns create equivalent DoxCycle files
2. Spouses colour coded same as ProFile file
3. TaxLink streamlines data entry -- allows you to Click on
DoxCycle form, and appropriate T1 form appears in ProFile
4. T4 EZ-OCR recognizes and auto-completes ProFile T1
5. Click on DoxCycle form; opens associated T1 file in ProFile
6. Works with ALL ProFile taxation years (EZ-OCR just 2011)
• Trilogysoftware.blogspot.com• Getsatisfaction.com/trilogysoftware• Need more workflow productivity? Join our
Developer Network for API integration.
(thanks)
"I'M IMPRESSED WITH THE TRILOGY TEAM'S UNDERSTANDING OF OUR DOCUMENT WORKFLOW. I LOOK FORWARD TO USING DOXCYCLE IN MY TAX PRACTICE THIS UPCOMING SEASON."
Bert Mulder, CGA
"WITH TRILOGY SOFTWARE AND THE DOXCYCLE APPLICATION, FBC CONTINUES TO MAKE LIFE LESS TAXING FOR OUR MEMBERS."
Rob KellasFarm Business Consultants
"THE NEWS THAT CAMERON PETERS AND HIS TEAM ARE DEVELOPING SOFTWARE AGAIN IS EXCITING. CAMERON HAS ALWAYS BEEN A LEADER IN THE TAX SOFTWARE MARKET AND HE HAS DONE IT AGAIN ... DOXCYCLE BREAKS NEW GROUND IN THE TAX PREPARATION SOFTWARE WORLD IN CANADA."
Alan SalmonK2 Enterprises