Intelligent Source Document Management For Canadian Tax Professionals

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

Millions and millions of T-Slips, receipts and other source documents

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

Optical Character Recognition is hard.But not impossible.

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)

DoxCycle.com/download.php

Does not require Adobe .PDFIs 100% fully compatible

www.doxcycle.com

• 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

• @cdpeters• www.cameronpeters.com• http://www.linkedin.com/in/cameronpeters

2012 Production-Strength DoxCycle is available for download now.