Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition by following these best practices:
• Scan client source documents into PDF format
• Use Adobe Acrobat and Tic, Tie & Calculate to easily prepare paperless tax & accounting workpapers, the same way you did in the paper world. Tic, Tie & Calculate is the leading Acrobat plug-in designed specifically for the tax and accounting industry and is used by over 15,000 accountants
• We will also discuss the use of automated Scan-and-Organize or Scan-and-Populate Solutions, and how much time they really save your firm
• We will address Acrobat alternatives and other proprietary paperless workpaper preparation tools to ensure participants understand their options and make the best decisions
Learn how to evaluate paperless workflow, scanning best practices, using Adobe Acrobat versus alternatives and preparing digital workpapers the same way you did in the paper world
Learn how to easily index and organize pages with automated bookmarking templates and repagination tools vs. expensive Scan-and-Organize solutions, and how to finish what Scan-and-Organize solutions don’t recognize
Understand the variety of accounting tools available for working with PDF files, including: Tickmarks, digital calculator tapes, rulers, and hyper-linked cross references
Understand powerful review tools including: Page sign-offs, review summaries and review indicators
Understand Acrobat tools including: Adding text, comments, open items, review notes & other annotations. How to handle subsequently received and superseded documents. Learn other Acrobat tips, tricks & techniques and where to purchase affordable Acrobat licenses
Katie Marquard is a Sales and Operations Manager at cPaperless, LLC, a company that provides paperless software tools and consulting service to the accounting profession. She has been with cPaperless for the past four years and has played an important role in building client relationships. Prior to cPaperless Katie worked within the tax and accounting field as an Associate Director at alliantgroup, LP. alliantgroup, LP provides outsourced specialty tax services to accounting firms (mainly in Research & Development Tax Credit studies).
CPAwebengage, Inc. (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.
CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222