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. TicTie Calculate® is the leading Adobe® Acrobat® plug-in designed specifically for the tax and accounting profession and is used by more than 15,000 accountants. We will also look at automated scan-and-organize or scan-and-populate solutions and how much time they save your firm. See how to scan client source documents into PDF format then use Adobe Acrobat and TicTie Calculate to easily prepare paperless tax workpapers, the same way you did in the paper world.
Product Specialist Manager
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.
CPAacademy.org (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: www.nasbaregistry.org.
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