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Methodology
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At a Glance
Overview
Heard combines software, done-for-you bookkeeping, tax services, banking, and payroll (via partner) into a single platform tailored for U.S.-based mental health and wellness private practice owners. It automates bank syncing and transaction categorization, provides monthly bookkeeping and reconci... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
TaxCycle is a Canadian desktop tax-preparation suite for accountants, bookkeepers and tax professionals that covers personal (T1/TP1), corporate (T2/CO-17), trust (T3/TP-646), partnership (T5013/TP-600) returns and many slip types, plus document management (DoxCycle), a client portal/e-signatures... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Lite
$149.00
/ month
Essential
$199.00
/ month
Premium
$299.00
/ month
Free trial available
Free plan available
Billing type
Recurring Subscription
Québec TP1 add-on 2025 (site license)
$185.00
/ year
Data Mining site license 2025
$225.00
/ year
DoxCycle add-on 2025 (single user)
$260.00
/ year
TaxFolder add-on 2025 (single user)
$349.00
/ year
T1 module 2025 (single user)
$575.00
/ year
T2 module 2025 (single user)
$1025.00
/ year
Tax Basics (single user) 2025
$1488.00
/ year
Paperless Office (single user) 2025
$1775.00
/ year
Complete Tax Suite (single user) 2025
$2455.00
/ year
Complete Tax Suite + TaxFolder (single user) 2025
$2554.00
/ year
Other modules (examples) 2025
Contact Us
Pros and Cons
- All-in-one solution combining bookkeeping, taxes, banking, and payroll (via partner).
- Therapy-focused categories, deductions, and guidance tailored to private practice.
- Dedicated human bookkeepers and CPAs plus software automation.
- Clear pricing tiers and feature delineation.
- Done-for-you bookkeeping with catch-up options.
- Relatively high monthly fees; Lite plan excludes annual tax filing unless paid extra.
- Limited integrations beyond bank sync and payroll partner (no public API documented).
- Payroll has limitations (no next-day deposit, limited time-tracking and multi-rate pay support).
- Does not support multi-owner partnerships or non-U.S. practices.
- No evidence of open-source code or a public API for custom integrations.
- Comprehensive coverage of Canadian taxes including personal, corporate, trusts and Québec forms.
- Strong document management and slips handling (DoxCycle, SlipSync).
- Multiple integrations (Xero, QuickBooks, Sage, Google, Microsoft, etc.).
- Powerful template editor and customization tools.
- Desktop solution with client manager options for single and multi-user offices.
- Primarily desktop-based (Windows); not a full cloud SaaS for core tax preparation.
- Windows dependency may be limiting for Mac-native firms unless using virtual environments.
- Pricing is per calendar-year license and can be costly for multiple users or many add-ons.
- Full bilingual coverage of all UI/documentation not fully verified.
Reviewer's Segments
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Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- Chat
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
- Email/Help Desk
- Knowledge Base
- Phone Support
Training
- Documentation
- Videos
- Webinars
- Documentation
- Videos
- Webinars
Integrations
Total integrations:
1
- DocuSign
- Gusto
- Xero
Total integrations:
2
- DocuSign
- Gusto
- Xero
Top Alternatives
Categories
Common categories include: Accounting Software.
Company Details
- By Heard Technologies, Inc.
- Located in Seattle, Washington, USA
- Founded in 2019
- By Xero Software (Canada) Ltd. (TaxCycle brand; originally Trilogy Software Inc.)
- Located in Calgary, Alberta, Canada
- Founded in 2010
