Content Provider
Receipt bank logo

Blankbox
Self-Study CPE
QUICKBOOKS ONLINE BASICS FOR ACCOUNTANTS AND BOOKKEEPERS
View Details/Register
5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
View Details/Register
I'M QBO CERTIFIED....NOW WHAT?
View Details/Register
TAMING THE WILD WEST OF APPS
View Details/Register
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
View Details/Register
QUICKBOOKS FOR POWER USERS: MASTER CUSTOM REPORTS IN QUICKBOOKS DESKTOP
View Details/Register
NEW CLIENT MAGIC
View Details/Register
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   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
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

Linkedin

Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
(855) 969-5448

Receipt bank logo

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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

Receipt bank logo
Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, received bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.