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Mastering Remote Returns: Automating the Assembly, Delivery and eSign Process


This webinar was previously titled: E-SIGN FORM 8879 AND ELECTRONIC K-1 DISTRIBUTION
Available Date(s)
Wednesday, May 13, 2020: 2:00PM EDT
Thursday, June 18, 2020: 2:00PM EDT
Thursday, July 16, 2020: 2:00PM EDT
Thursday, August 13, 2020: 2:00PM EDT
Thursday, September 10, 2020: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Our new reality has forced some major shifts in the tax return process both internally and client facing.  The tax return assembly, delivery & signature process was already complicated, but now pop-up home offices for staff and remote clients has raised the bar.  Firms are faced with assembling and delivering hundreds, if not thousands, of returns to clients for review, signature and return for the first time electronically, from home. The firms who are agile, working in the cloud, and utilizing the most innovative solutions which adapt to remote workforces, are the ones that are exceeding client needs in a very stressful time.

In this webinar, we will review how tax forms 1040, 1041, 1065, 1120 & 1120s can be assembled & delivered from home by staff and clients can review & eSign remotely.  In addition, you will see how K-1s can be electronically batch processed for delivery by the client, how to automate estimated payment reminders and much more… We will also ensure you are up-to-date on the IRS Requirements and the new tax deadline updates while demonstrating how SafeSend Returns automates the remote assembly, delivery and eSign of tax return packages.  SafeSend Returns is the ONLY solution that automates the Assembly, Delivery and E-Sign of remotely-prepared tax returns.

*SafeSend Returns is currently compatible with CCH ProSystem FX, CCH Axcess, UltraTax and GoSystems and coming soon for Lacerte


Andrew Hatfield

cPaperless LLC
Co-Founder, Senior Vice President, Sales and Strategic Partnerships


Andrew Hatfield is a Co-Founder and Senior Vice President of Sales & Strategic Partnerships for cPaperless, LLC. He is a recognized industry speaker and enthusiast for the latest technology trends that affect tax & accounting firms. For nearly two decades Andrew has been serving the tax & accounting industry by creating innovative and award winning software solutions that provide major efficiency gains for public tax & accounting firms. In addition, he has been honored as a 40 under 40 in the accounting industry and has pioneered multiple software solutions that have won the prestigious CPA Practice Advisor Innovation Award, most recently 2016 and 2017 for SafeSend Returns.

Frequently Asked Questions
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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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).