What Trilogy Software does

Trilogy Software, operating as TaxCycle, develops professional tax preparation software for Canadian accountants, bookkeepers, and tax professionals. The Calgary-based company was founded in 1997 and is now a subsidiary of Xero Software (Canada) Ltd. following a 2022 amalgamation and Xero's announced 2026 full acquisition. Its TaxCycle Suite delivers integrated Canadian tax compliance covering personal (T1), corporate (T2), trust (T3), partnership (T5013), non-resident (NR4), and charitable (T3010) returns, along with information slips (T4, T5, T2202, T5018) and the complete Québec provincial form set (TP1, CO-17, RL series). The software holds Canada Revenue Agency and Revenu Québec certifications for electronic filing of all supported return types — a regulatory pathway that is renewed annually as tax law changes.

The TaxCycle platform is built as a Windows desktop application on Microsoft .NET 8 in a 64-bit-only configuration (a transition completed in November 2025), supporting Windows 11 and Windows Server 2019/2022. The architecture is modular, bundling tax preparation modules within the TaxCycle Suite and adding productivity tools such as DoxCycle (document management) and TaxFolder (client portal and e-signatures), plus integrations with Xero, Caseware, Sage, QuickBooks, Gmail, Microsoft 365, Docusign, PaymentEvolution, and Remitian. An AI-powered support assistant named Kyra was introduced in May 2026 for text-based knowledge retrieval against the product help base; no AI capability is embedded in the core tax preparation workflow.

The business runs on an annual subscription model with tiered pricing for the 2026 tax year — Tax Basics at $1,600, Complete Tax Suite at $2,625, and Complete Tax Suite plus TaxFolder at $2,752, with per-seat add-on fees and volume discounts for 3+ and 10+ user plans. Distribution is direct-to-consumer via taxcycle.com with self-serve trial downloads, online purchase, and demo booking, supplemented by the ProTaxCommunity forum for community-led adoption and a Refer-a-Colleague program. The addressable market is Canadian accounting practices of varying sizes; named reference customers include Alberta EFILE Inc. and JeskeCo.

Name

Trilogy Software

Legal name

Trilogy Software

Website

https://taxcycle.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Trilogy Software, operating as TaxCycle, provides integrated Canadian tax compliance software for professional accountants and bookkeepers, covering T1, T2, T3, partnership, and Québec forms with CRA-certified e-filing, now owned by Xero.

Ownership category

akta.pro rank

Product category

Professional Tax Preparation Software

NAICS

Software Publishers (5132), Tax Preparation Services (541213)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industries

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Professional tax software
• Canadian tax compliance
• EFILE certification
• Accounting practice software
• Corporate tax preparation

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licenses: Annual subscription licenses for TaxCycle software suite with tiered pricing based on user count. Includes Complete Tax Suite, Complete Tax Suite + TaxFolder, and Tax Basics packages. Additional users billed per seat with volume discounts for 3+ and 10+ user plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Trilogy Software develops TaxCycle, a Canadian professional tax preparation software suite used by accountants, bookkeepers, and tax professionals to prepare and electronically file personal (T1), corporate (T2), trust (T3), partnership (T5013), charity (T3010), and various slip returns for federal and Québec jurisdictions. The product is delivered as a Windows desktop application with integrated productivity modules including TaxFolder (client portal and e-signatures), DoxCycle (document management), Client Manager, and Template Editor, certified for direct EFILE transmission to the CRA and Revenu Québec.

Product overview

Trilogy Software offers TaxCycle, a comprehensive integrated tax preparation software suite for Canadian professional accountants and bookkeepers. The platform operates as a modular architecture centered on the TaxCycle Suite, which bundles multiple tax modules including personal (T1), corporate (T2), trust (T3), and various slips modules (T4/T4A, T5, T5013, T5018, T2202, NR4, T3010), along with Quebec-specific modules (TP1, CO-17, RL slips). Additional products include TaxFolder for e-signatures and client document portals, and DoxCycle for document management. The suite includes integrated productivity features such as Client Manager, Template Editor, Data Mining, Review Tools, and Auto-fill My Return (AFR), all connected through EFILE for direct CRA and Revenu Quebec transmission.

Differentiator

Problem solved

Functional benefit

Brands

• TaxFolder: Electronic signature and client document portal for tax professionals
• DoxCycle
• ProTaxCommunity

Products and services

• TaxCycle T1 Personal tax return preparation module for Canadian T1 individual returns, covering federal and provincial/territorial schedules with Auto-fill My Return and CRA EFILE capability.
• TaxCycle T2 Corporate tax return preparation module for Canadian T2 corporation returns across all Canadian jurisdictions with GIFI import, corporate linking features, and EFILE certification.
• TaxCycle T3 Trust tax return preparation module for Canadian T3 trust returns, including T3 Beneficiary Worksheet and allocation features.
• TaxCycle T4/T4A Employment-related information slip preparation module for T4 and T4A slips with CRA Internet Filing capability.
• TaxCycle T5 Investment income slip preparation module for T5 slips supporting various investment income forms.
• TaxCycle T5013 Partnership tax return preparation module for T5013 partnership returns including partner and allocation worksheets.
• TaxCycle T5018 Contract payments slip preparation module for T5018 slips used by contract workers and self-employed persons.
• TaxCycle T2202 Tuition and education slip preparation module for T2202 slips issued to post-secondary students.
• TaxCycle NR4 Non-resident withholding tax slip preparation module for NR4 slips used for non-resident trust beneficiaries.
• TaxCycle T3010 Registered charity information return preparation module for T3010 charitable returns with SERs transmission capability.
• TaxCycle Forms Special elections, returns, and miscellaneous forms module including Underused Housing Tax (UHT-2900) and other SERs forms.
• Québec TP1 Québec provincial personal tax return preparation module including TP1, CO-17, and Revenu Québec relevés (RL-1, RL-2, RL-3, etc.).
• TaxCycle RL Québec provincial slips (relevés) preparation module including RL-1, RL-2, RL-3, RL-16, RL-24, and RL-31 slips.
• TaxCycle Suite Complete integrated tax preparation suite bundling all Canadian federal and Québec tax modules plus productivity tools (DoxCycle, Client Manager, Template Editor) into a single subscription product for accounting firms and tax professionals.
• TaxFolder E-signature and client document portal service enabling electronic signatures on tax documents and secure document sharing between tax professionals and their clients.
• DoxCycle Document management and organization software that converts paper documents to indexed, searchable PDFs linked to tax returns.

Quantifiable outcome

• Save up to $350 off during seasonal sales
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability2 records

Feature10 records

Partnerships

Three partnerships are on record, tiered core.

• XerocoreTechnology or Integration · 1 June 2022Xero acquired TaxCycle (Trilogy Software) in 2022 and amalgamated with Xero Canada. TaxCycle includes free Xero Partner Program account and offers GIFI data import from Xero into T1, T2, and T5013 returns. Invoice export to Xero also supported.
• CasewarecoreTechnology or IntegrationIntegration allows GIFI import from Caseware Working Papers into TaxCycle T2 and T5013 returns for seamless accounting to tax workflow.
• DocusigncoreTechnology or IntegrationElectronic signature integration through Docusign for signing tax documents and forms directly from within TaxCycle.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Wealthsimple Tax: Wealthsimple Tax is a free Canadian consumer tax filing product. While serving individual filers rather than professional preparers, it represents a Canadian digital tax brand and could evolve features that compete with TaxCycle's lighter T1-only entry-level use cases.
• Intuit ProConnect Tax Online: Intuit ProConnect Tax Online is a cloud-based professional tax preparation platform serving US tax professionals. While US-focused, it represents the cloud-native architectural direction the Canadian tax software market is moving toward and competes with TaxCycle conceptually for accountant mindshare.

Direct peers

• Thomson Reuters Taxprep: Thomson Reuters Taxprep is professional Canadian tax software for accountants preparing T1, T2, and T3 returns with comprehensive provincial and CRA/Revenu Québec support. It is one of the established incumbents that TaxCycle directly competes with for Canadian accounting firm customers.
• Wolters Kluwer DT Max: DT Max is a Canadian professional tax software product historically competing with TaxCycle, supporting T1, T2, T3 and related forms. TaxCycle explicitly supports DT Max carryforward imports, underscoring direct competition for the same accountant customer base.
• Wolters Kluwer CCH iFirm (Cantax): Wolters Kluwer's CCH iFirm platform and legacy Cantax product are established Canadian professional tax and accounting practice solutions with deep federal/provincial form coverage and CRA EFILE certification. They compete directly with TaxCycle for Canadian accounting practices of all sizes.
• Intuit ProFile: Intuit ProFile is professional Canadian tax preparation software serving accountants and tax preparers with T1, T2, and T3 returns and CRA EFILE certification. It is one of TaxCycle's primary head-to-head competitors in the Canadian professional market.

Broad incumbents

• Avalara: Avalara is a leading indirect tax (sales tax, VAT, GST) compliance automation provider. While focused on transaction tax rather than Canadian income tax, Avalara represents the broader digital tax compliance software category where TaxCycle operates and competes for tax technology budget.
• Intuit TurboTax (Canada): Intuit TurboTax is the dominant consumer DIY tax software in Canada with Intuit's massive brand and marketing budget. It is adjacent rather than direct competition (consumer vs. professional), but its data assets and Intuit's broader portfolio pressure TaxCycle's ability to extend into adjacent workflows.
• Sage Accounting: Sage is a global accounting and payroll software provider with GIFI integration compatibility with TaxCycle. As a broad incumbent serving SMB accounting practices, Sage competes in the adjacent accounting practice management space and could choose to bundle or build competitive tax functionality.
• Thomson Reuters ONESOURCE: Thomson Reuters ONESOURCE is a global corporate tax compliance and indirect tax platform for multinational enterprises. While targeting a different (larger enterprise) segment than TaxCycle, it represents the same parent's broader tax technology portfolio and competitive threat for any expansion TaxCycle might pursue.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/taxcycle
• Facebookfacebook.com/taxcycle
• LinkedInlinkedin.com/company/trilogy-software-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trilogy Software