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Cost Free
Presentation Length 1.5 hours 

Recorded DateJune 27, 2014  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm
Course Description

Electronic document delivery is difficult and poses numerous challenges to the average taxpayer. Historically, firms have relied on a number of electronic document delivery systems including Client Portals, file sharing systems and encrypted PDF files as email attachments. Each of these methods poses inherent limitations, client frustrations and do not handle E-Signatures well. Additionally, they do not provide for batch processing or automation when delivering high volume seasonal documents such as Organizers, Engagement Letters, Tax Returns, K-1’s and Form 8879. In this webinar you will learn best practices for electronic document delivery to taxpayers and how to automate internal processes when delivering client documents and documents requiring E-Signatures.

Learning Objectives

  • When to use a Client Portal, file sharing system or encrypted PDF files as email attachments. The scenarios of when each method fails and succeeds, and why you need to use all three methods

  • Why firms are frustrated when using multiple solutions and disparate systems

  • Use automation and batch processing to build efficiency in your internal operations

  • The importance of integrating E-Signatures into the document delivery workflow process

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).