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:
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
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
Understand the variety of accounting tools available for working with PDF files, including: Tickmarks, digital calculator tapes, rulers, and hyper-linked cross references
Understand powerful review tools including: Page sign-offs, review summaries and review indicators
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 How to handle subsequently received and superseded documents.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
Mr. Dusablon is a Co-Founder, President and CEO of cPaperless, LLC. Mr. Dusablon drives the company's innovation and product development. Under his leadership, the company has successfully released its latest product SafeSend Returns, which is considered one of the most innovative products to be released to the tax and accounting industry in the past few decades. It is the only product to ever win back-to-back Innovation Awards from CPA Practice Advisor. Mr. Dusablon is considered the industry thought leader on E-Signatures and has spoken at over a dozen conferences including the AICPA's Digital CPA and Tech conferences. Steve worked at Coopers & Lybrand and was a Certified Public Accountant who earned a bachelor's degree in accounting from the University of Southern California in 1990.