Collecting and processing your clients’ Schedule C information is often one of the most time consuming parts of the tax preparation process. Accounting firms lose time and money when they have to make sense of this disorganized information come tax time. Plus, your clients aren’t tracking ALL of their expenses. We estimate your self-employed clients are underestimating their expenses by as much as 15% because they don’t have a simple way to collect and organize their expenses throughout the year.
This webinar will showcase Receipt Bank’s 1Tap, which will allow you to collect and organize the expense details of your self-employed clients. Rather than spending time on data entry, and document management, you can leverage 1Tap’s OCR and machine learning to collate this information automatically.
You’ll save a ton of time with 1Tap’s scan and upload and email-in capability this tax season. And then provide your clients with an award winning mobile app to capture and manage their expenses on the go in 2018.
Software demo included.
Objectives:
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.