DoxCycle Introduction (Trilogy Software)
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This document provides information about Intelligent Source Document Management software called DoxCycle that is designed for Canadian tax professionals. It discusses how DoxCycle allows users to scan, organize, and import source documents like T-Slips and receipts for use in tax preparation software. It provides tips on scanning documents and integrating DoxCycle with the ProFile tax software. The document promotes DoxCycle and provides quotes from users who praise its ability to streamline document management workflows for tax preparation.
DoxCycle Introduction (Trilogy Software)
- 1. Intelligent Source Document Management For Canadian Tax Professionals
- 2. Dan, 1997* Colan, 1996* Andrew, 2002* Cameron, 1985* Marc, 1987* Carl, 1999* Rob, 2002* Intelligent Source Document Management For Canadian Tax Professionals * Year started in tax software business
- 3. Millions and millions of T-Slips, receipts and other source documents
- 7. Fujitsu 6130 Kodak Scanmate i1120 HP Scanjet Pro 300 Most TWAIN Compliant scanners will work fine, but here’s 3 we like
- 8. 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 Trilogysoftware.blogspot.com
- 9. Optical Character Recognition is hard. But not impossible.
- 10. 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 can be used with all pro tax software; with additional integration for ProFile users
- 13. Does not require Adobe .PDF Is 100% fully compatible
- 14. www.doxcycle.com
- 15. • Trilogysoftware.blogspot.com • Getsatisfaction.com/trilogysoftware • Need more workflow productivity? Join our Developer Network for API integration.
- 16. Rob Kellas "WITH TRILOGY SOFTWARE AND THE DOXCYCLE Farm Business Consultants APPLICATION, FBC CONTINUES TO MAKE LIFE LESS TAXING FOR OUR MEMBERS." Bert Mulder, CGA "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." Alan Salmon "THE NEWS THAT CAMERON PETERS AND HIS K2 Enterprises 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." (thanks)
- 17. • @cdpeters • www.cameronpeters.com • http://www.linkedin.com/in/cameronpeters
- 18. 2012 Production-Strength DoxCycle is available for download now.