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CPA - medium firm
CPA - large firm
Other
Many tax and accounting firms struggle to transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how firms make the paperless transition successfully. 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 discuss how to scan client source documents into PDF format and use Adobe Acrobat, and Tic Tie Calculate to easily prepare paperless tax and accounting work papers, the same way you did in the paper world. We will also discuss using automated Scan-and-Organize or Scan-and-Populate Solutions and how much time they 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 and scanning best practices, using Adobe Acrobat versus alternatives, and preparing digital workpapers the same way you did in the paper world
- Identify how to quickly 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 tick marks, 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
- Determine how to handle subsequently received and superseded documents and other Acrobat tips, tricks, and techniques
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 ever to 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.
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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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