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Savetime1tap receiptbank

SAVE TIME AND INCREASE PROFITS THIS TAX SEASON WITH RECEIPT BANK'S 1Tap

For Partners and Managers in tax, accounting and bookkeeping firms
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

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

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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Dext col

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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.