Client Manager is here! Download and install the latest TaxCycle release.

by Elizabeth (Trilogy Software) on Wednesday, January 15, 2014 5:00 AM Download the latest TaxCycle release to use the Client Manager. This version also includes enhancements to printer settings, T1 pension splitting optimization and to TaxCycle T2. What’s included in this release? Client Manager: searching, filtering, batch carry forward, batch SEND and network configuration. (Scroll down for help topics…

5 reasons TaxCycle’s Client Manager will change the way you work

by Elizabeth (Trilogy Software) on Thursday, October 24, 2013 9:00 PM New this tax season, TaxCycle’s Client Manager will change the way your work with tax returns and serve clients. The Client Manager keeps track of your client tax return files and makes it easy to search for taxpayers, returns and details in client files. You can set…