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.
TAX PAYER EXPERIENCE: ALL RETURN TYPES
Friday, July 20, 2018 @ 12pm ET / 9am PT
LEARN THE BASICS: PRE-DELIVERY RETURN MANAGEMENT
Friday, August 3, 2018 @ 12pm ET / 9am PT
“DELIVERY OPTIONS” TAB
Friday, August 17, 2018 @ 12pm ET / 9am PT
SIGNATURE PLACEMENT: E-SIGNING & MANAUL SIGNING
Friday, September 7, 2018 @ 12pm ET / 9am PT
SYSTEM ADMIN & USER SETTINGS
Friday, July 27, 2018 @ 12pm ET / 9am PT
REPORTS: POST-DELIVERY RETURN MANAGEMENT
Friday, August 10, 2018 @ 12pm ET / 9am PT
PAYMENTS & REFUNDS: CLIENT INFO & VOUCHER TABS
Friday, August 31, 2018 @ 12pm ET / 9am PT
MOVING & DELETING PAGES: WHEN, WHY AND HOW
Friday, September 14, 2018 @ 12pm ET / 9am PT
Please Note: These Trainings Do Not Qualify for CPE credit