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Free Download Xero Software DoxCycle 16.0.65115.0 (x64) | 1.08 GB
DoxCycle is a source document management application designed to help tax professionals organize the slips, receipts, statements, and other documents collected during tax preparation. It brings paper and digital source materials together into structured PDF files, reducing the manual effort involved in sorting client documentation.
The software supports direct scanning as well as importing digital files and photographs supplied by clients. Email attachments can also be added through drag-and-drop, while automatic document categorization helps organize large collections of tax forms and supporting records.
DoxCycle can be used as part of the Complete Tax Suite or as a standalone module, providing a dedicated workspace for managing source documents throughout the tax preparation process.
Software Overview
DoxCycle provides a centralized workflow for collecting and organizing client source documents. Paper slips and receipts can be scanned directly into the application, while existing digital files and client photographs can be imported into the same document set.The software can automatically categorize forms, slips, receipts, and statements, allowing large volumes of source material to be arranged into organized PDFs. This gives tax professionals a structured document set to work with while preparing and reviewing client returns.
Key Features
- Scan paper slips and receipts directly into DoxCycle.
- Import digital documents and photographs supplied by clients.
- Add email attachments by dragging messages into the application.
- Automatically categorize forms, slips, receipts, and statements.
- Synchronize DoxCycle and TaxCycle file views for data entry and review.
- Extract document data and import it directly into tax returns.
- Combine family members' documents into a single file or maintain separate files for each individual.
- Create separate PDFs containing receipts or statements for responding to information requests from the CRA.
- Maintain digital archives containing tax returns and source documents for clients.
- Add completed tax returns to DoxCycle PDFs for client record keeping and sharing.
Why Choose DoxCycle
DoxCycle is intended for tax professionals who need to manage substantial amounts of source documentation during tax preparation. Its scanning, importing, categorization, and PDF organization features bring different document types into a consistent workflow.The connection between DoxCycle and TaxCycle also supports document review and data entry by synchronizing file views and allowing information to be extracted from documents for use in tax returns.
System Requirements
WindowsFrequently Asked Questions
What is DoxCycle used for?
DoxCycle is used to collect, organize, categorize, and manage client source documents such as tax slips, receipts, statements, scanned papers, digital files, and photographs.Can DoxCycle import digital client documents?
Yes. DoxCycle can import digital files and photographs provided by clients, as well as email attachments through drag-and-drop.Can DoxCycle organize documents automatically?
Yes. The software can automatically categorize hundreds of forms, slips, receipts, and statements to help organize source documentation.Can DoxCycle work with TaxCycle files?
Yes. DoxCycle can synchronize views with TaxCycle files and supports extracting document data for import into tax returns.Can completed tax returns be stored with source documents?
Yes. Completed tax returns can be added to DoxCycle PDFs and shared with clients for their records.Home Page
https://www.taxcycle.com/products/doxcycle/
Product Information
- Software Name: Xero Software DoxCycle
- Version: 16.0.65115.0
- Architecture: x64
- Languages: English
- License type: Full Version
- File Size: 1.08 GB
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