USING ADOBE ACROBAT TO SIMPLIFY & PREPARE DIGITAL WORKPAPERS
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 explains and demonstrates how successful firms make the transition.
Please Note: This Webinar Does Qualify for CPE credit
E-SIGN Form 8879 & ELECTRONIC K-1 Distribution
In this webinar, we will review how K-1’s have historically been distributed and the related issues with those methods. The IRS requirements for electronic K-1 distribution and provide a brief demonstration of SafeSend Returns, the only solution offering automated electronic K-1 distribution.
Please Note: This Webinar Does Not Qualify for CPE credit
Archived Recording Coming Soon!
Please Note: These Webinars Do Not Qualify for CPE credit
Encrypting PDF Files in Email Attachments: Reduce Risk, Automation & Compliance
Why Client Portals Fail: Understanding File Transfer Solutions and Alternatives
Future of File Sharing: Challenges of Portals, PDF Encryption & E-Signing
LIVE TRAINING OPPORTUNITIES
No registration necessary.
SAFESEND RETURNS: TRAINING WORKSHOPS
Learn all there is to know about SafeSend Returns.
SafeSend Returns is currently only compatible with CCH ProSystem fx and CCH Axcess.
LEARN THE BASICS
Tuesday, January 8, 2019 @ 12pm CT / 10am PT
SYSTEM ADMIN & USER SETTINGS
Tuesday, January 22, 2019 @ 12pm CT / 10am PT
ATTACHMENTS & DELIVERY OPTIONS
Tuesday, February 5, 2019 @ 12pm CT / 10am PT
Tuesday, February 19, 2019 @ 12pm CT / 10am PT
TAX PAYER EXPERIENCE: ALL RETURN TYPES
Tuesday, January 15, 2019 @ 12pm CT / 10am PT
ADDING PAYMENTS: VOUCHER TABS
Tuesday, January 29, 2019 @ 12pm CT / 10am PT
THE PROCESS: FROM CLIENT INFO TO INVOICING
Tuesday, February 12, 2019 @ 12pm CT / 10am PT
Please Note: These Trainings Do Not Qualify for CPE credit