• Welcome Welcome to DoxCycle, intelligent source document management software for Canadian tax professionals. DoxCycle organizes and archives receipts, forms and tax slips. Find out how in our simple four-step process. more
  • Step 1
    Gather
    Collect your clients’ T1 tax documents and gather them into DoxCycle files. Scan source documents, import them from existing files on your computer, drag and drop email attachments, or even transfer images from your phone or camera. All documents are stored in standard PDF format. more
  • Step 2
    Organize
    DoxCycle automatically and intelligently organizes source documents according to tax slip categories, medical receipts, donations, and more. DoxCycle also organizes spousal and family documents in a single file, because it works like you do. more
  • Step 3
    Prepare and review
    Tax preparation data entry is painless with DoxCycle. Just have your source documents open alongside your tax software’s forms and slips, and follow along! The handy DoxZoom makes it easy to get into small details, and review checkmarks ensure accuracy. more
  • Step 4
    Audit
    Archive tax documents effortlessly. When the CRA asks to see a copy of receipts for moving expenses, or rental property expenses, you'll have it all at your fingertips. more

A Million Little Headaches

In the heat of tax season, managing millions of documents -- from invoices to slips, statements, and more -- can be the bane of a tax preparer's existence. Why spend your time sorting papers when there are better things for you to do? Like getting more customers -- or some sleep. Introducing DoxCycle.

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TaxCycle Pro Tax Software

We're EXTREMELY excited to announce our TaxCycle Professional Tax Software for Canadian tax preparers and accounting firms. Have a look at our teaser video at http://www.taxcycle.com. No details yet, but we can tell you it's looking AMAZING -- stay tuned for the unveiling this fall!

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New DoxCycle Available

We've been updating DoxCycle regularly throughout the tax season. We've also greatly improved our Getting Started and other online documentation. Join the firms who are integrating DoxCycle into their tax business for the best tax season ever, download a trial.

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"FBC is always looking for ways to improve service to our membership, and we are proud to partner with Trilogy Software. FBC is piloting DoxCycle to streamline the tax preparation cycle and provide increased privacy and security for our Members. With Trilogy Software and the DoxCycle application, FBC continues to make life less taxing for our Members."
Rob Kellas
     Farm 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. After reviewing DoxCycle in early October, it was obvious to me that it breaks new ground in the tax preparation software world in Canada. It has been my pleasure to introduce DoxCycle to Canadian accountants in my 2011 Accounting Technology seminar series."
Alan Salmon
     K2 Enterprises

Can you make tax season easier for yourself?
Watch our new DoxCycle video!

Cameron Peters

My name is Cameron Peters. You may remember me as the architect behind the original Cantax Software in the late '80s, as the co-founder of Greenpoint Software and ProFile in the '90s, and, more recently, as the CTO of Intuit Canada & U.K. I've been privileged to create software for professional tax preparers for many years. I'm very excited to introduce the Trilogy Software gang, all of whom have joined together from their own great careers in the professional tax industry to harness the latest technologies to re-imagine what automation for Canadian tax preparers should look like in 2012, and beyond.

We've made a brand-spanking new video showing the end-to-end process of using DoxCycle from scanning documents to preparing to managing and responding to audit requests. For those wanting to see what the buzz is all about -- enjoy our new overview video, download your free trial, and get started scanning and managing slips within 15 minutes!

Thanks to everyone who has already adopted DoxCycle in their tax practice! We're love hearing your comments -- join us in our online community and share your thoughts about what works and what doesn't. Follow news about our company and products on our corporate blog. If you're interested, you can also follow my personal blog where I discuss my own journey with Trilogy Software.

Hope your tax season is going well!

Yours truly,

signed

Cameron Peters

P.S. If you use Twitter, follow @cdpeters as I tweet about our journey.