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View Details/Register
CPA - medium firm
CPA - large firm
Other
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 work papers, 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
Learning Objectives:
- Identify 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
- Identify 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
- Recognize the variety of accounting tools available for working with PDF files, including tickmarks, digital calculator tapes, rulers, and hyperlinked cross-references
- Recall the powerful review tools including page sign-offs, review summaries, and review indicators
- Recognize Acrobat tools, including adding text, comments, open items, review notes, and other annotations. How to handle subsequently received and superseded documents. Learn other Acrobat tips, tricks and techniques and where to purchase affordable Acrobat licenses
Steve Dusablon
cPaperless LLC
Co-Founder, President & CEO
steve.dusablon@cpaperless.com
(949) 510-3365
Mr. Dusablon is a Co-Founder, President and CEO of cPaperless, LLC. Mr. Dusablon drives the company's innovation and product development. Under his leadership, the company has successfully released its latest product SafeSend Returns, which is considered one of the most innovative products to be released to the tax and accounting industry in the past few decades. It is the only product to ever win back-to-back Innovation Awards from CPA Practice Advisor. Mr. Dusablon is considered the industry thought leader on E-Signatures and has spoken at over a dozen conferences including the AICPA's Digital CPA and Tech conferences. Steve worked at Coopers & Lybrand and was a Certified Public Accountant who earned a bachelor's degree in accounting from the University of Southern California in 1990.
- 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.
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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About Our Presenter