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:

1. How to utilize 1Tap to increase the profitability of your Schedule C clients


2. How to easily onboard your clients so all they have to do is snap a pic of their receipts and bills


3. How to grow your business with cloud based tools designed specifically for your self-employed clients and simple bookkeeping clients

NASBA Approved

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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