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Using Adobe Acrobat and TicTie Calculate to Simplify & Prepare Digital Workpapers


This webinar was previously titled: USING ADOBE ACROBAT TO PREPARE 1040 WORKPAPERS
Cost Free
Presentation Length 2.0 hours

Recorded DateJuly 11, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

Learning Objectives

  • 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 How to handle subsequently received and superseded documents.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

Not logged

Mr. Dusablon is the Co-Founder and CEO of cPaperless, LLC, a company that provides paperless software tools and consulting services to the accounting profession. Mr. Dusablon has been the primary driver behind the company’s release of three new paperless solutions and its ability to accumulate a client base of over 2,500+ accounting firms and 20,000+ licensed users of their products. For the past 10 years, Mr. Dusablon has been consulting accounting firms on all areas of paperless solutions, including: Document Management Solutions (DMS), Client Portals, Integrated Workflow solutions, secure document exchange, scanning techniques, using Adobe Acrobat to create digital workpapers, deploying paperless audit software solutions, and paperless tax preparation utilizing Scan-and-Organize and Scan-and-Populate solutions. Prior to co-founding cPaperless, LLC, Mr. Dusablon served as the Vice President of Sales & Operations for Acct1st Technology Group, LLC, a leading provider of DMS, Client Portal and integrated workflow solutions to the accounting industry. Prior to joining Acct1st, Mr. Dusablon served as the Regional Managing Director (Great Lakes Region) of alliantgroup, LP. Alliantgroup, LP provides outsourced specialty tax services to accounting firms (mainly Research & Development Tax Credit studies). Prior to joining alliantgroup, Mr. Dusablon spent four years with SurePrep, LLC, where he served as the Director of Operations. SurePrep, LLC is the largest provider of outsourced tax preparation services in the U.S. He was responsible for overseeing the establishment of a 300 person tax processing center in Mumbai, India that processed over 25,000 US income tax returns each tax season. Steve worked at PriceWaterhouseCoopers and was a Certified Public Accountant who earned a Bachelors degree in Accounting from the University of Southern California in 1990.

About Our Presenter

cPaperless, LLC is a software company that develops applications for the accounting industry. We specialize in developing enhancement tools that allow accounting firms to work more efficiently in a paperless environment. Many of the applications are plug-ins to popular applications (Adobe Acrobat & Microsoft Outlook).