View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - medium 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 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 How to handle subsequently received and superseded documents.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
cPaperless LLC
Operations Manager
katie.marquard@cpaperless.com
(800) 716-2558 x 180
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).
- 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 Approved
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
About Our Presenter