CPA - medium firm
Other
Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition by following these best practices:
• Scan client source documents into PDF format
• Use Adobe Acrobat and Tic, Tie & Calculate to easily prepare paperless tax & accounting workpapers, the same way you did in the paper world. Tic, Tie & Calculate is the leading Acrobat plug-in designed specifically for the tax and accounting industry and is used by over 15,000 accountants
• We will also discuss the use of automated Scan-and-Organize or Scan-and-Populate Solutions, and how much time they really save your firm
• We will address Acrobat alternatives and other proprietary paperless workpaper preparation tools to ensure participants understand their options and make the best decisions
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Learn how to evaluate paperless workflow, scanning best practices, using Adobe Acrobat versus alternatives and preparing digital workpapers the same way you did in the paper world
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Learn how to easily index and organize pages with automated bookmarking templates and repagination tools vs. expensive Scan-and-Organize solutions, and how to finish what Scan-and-Organize solutions don’t recognize
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Understand the variety of accounting tools available for working with PDF files, including: Tickmarks, digital calculator tapes, rulers, and hyper-linked cross references
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Understand powerful review tools including: Page sign-offs, review summaries and review indicators
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Understand Acrobat tools including: Adding text, comments, open items, review notes & other annotations. How to handle subsequently received and superseded documents. Learn other Acrobat tips, tricks & techniques and where to purchase affordable Acrobat licenses
Susan, CO
"The seminar was very informative and helpful. We require all of our professional employees to take the seminar for workpaper preparation. The training is one less step we need to do for the onboarding of our employees!"
Debra, CO
"Excellent presenter....excellent slides...one of the few powerpoint presentations that I could actually read and understand in an online environment. It's clear that Steve is a polished and prepared presenter!"
Stanislav, PA
"The presenter - Steve - was engaged and did not drone on and on. It's also nice to see an older gentleman so embracing of technology and the paperless concept."
Anne, WI
"This webinar is awesome! I will just need to watch it about 100 more times to fully grasp all the information that was shared"
Valarie, TX
"Loved it so much I bought the tick tie and calculate for my whole firm"
Catherine, OH
"Very great job demonstrating and answering helpful questions."
Ming, VA
"The presenter was very knowledgeable of the source"
MARY, NB
"I am amazed that there is so much to learn"
Steve Dusablon
SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365
Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.
About Our Presenter
SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions
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