You rock. Love your Excel templates.
The combination of TaxCycle’s fabulous import and export capabilities, TaxCycle’s embedded workflows, and your highly functional Excel templates for compilation and export to TaxCycle has totally revolutionized my tax practice. It now takes me half the time or less to complete an engagement than previously with ProFile and my previous Excel compilation templates.
You have prompted me to return to Excel training through Jeff Lenning’s Excel U to gain more skills in adopting more powerful Excel templates throughout my bookkeeping and tax practice.
This has led me to explore workflow pain points and identify workflow improvement opportunities.
Now that Citrix has a Canadian data centre I have added Citrix ShareFile and Right Signature to store documents, send encrypted emails, and obtain e-signatures where authorized to accept.
I am enrolled in Heather Satterly’s 5-week Zapier program to map and identify automation needs and options.
“Learn how Zapier can automate your processes by connecting many of your favorite apps and creating custom integrations between them. In this 5 week course, you’ll learn how to design, create and use Zaps to automate processes like customer on-boarding, automation of social media posts from blogs posts you’ve written, and automating the collection of vendor W-9 forms. Don’t miss this informative and in-depth course!”
Post this tax season -
preferably this summer or fall -
I would really like TaxCycle to add the following:
- Zapier integration.
- Citrix ShareFile integration.
- Citrix Right Signature integration.
What started as one little tweak is taking me down the road of all things standardized, documented, and automated where effective and efficient.
This is leading me out of beginning consumed by low value repetitive tasks into higher value consultative tasks. This is saving me time and share of mind cluttered with follow-up procedures.
Thank you for your significant contribution in helping me transform my practice and my work-life balance.