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Free cpe webinars
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 DateJanuary 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Many tax and accounting firms struggle to transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how firms make the paperless transition successfully. 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 discuss how to scan client source documents into PDF format and use Adobe Acrobat, and Tic Tie Calculate to easily prepare paperless tax and accounting work papers, the same way you did in the paper world. We will also discuss using automated Scan-and-Organize or Scan-and-Populate Solutions and how much time they 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:

  • Identify how to evaluate paperless workflow and scanning best practices, using Adobe Acrobat versus alternatives, and preparing digital workpapers the same way you did in the paper world

  • Identify how to quickly 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

  • Recognize the variety of accounting tools available for working with PDF files, including tick marks, digital calculator tapes, rulers, and hyperlinked cross-references

  • Recall the powerful review tools including page sign-offs, review summaries, and review indicators

  • Recognize Acrobat tools, including adding text, comments, open items, review notes, and other annotations

  • Determine how to handle subsequently received and superseded documents and other Acrobat tips, tricks, and techniques

Not logged

Steven Lyon

Product Specialist Manager
(800) 716-2558


Steven Lyon, Product Specialist Manager, has more than nine years of experience working in tax and accounting technology and oversees the training and implementation team at SafeSend. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using the SafeSend Suite. Steven is a proud Army veteran and enjoys spending time with his family and being outdoors. He loves sharing the “aha” moment with firms as they discover how the SafeSend Suite makes the tax engagement easier for both the firm and their clients.

About Our Presenter

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

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 to learn more about their digital solutions