Content Provider

Middlebanner trn101521
Self-Study CPE
View Details/Register
Free cpe webinars
Using Adobe Acrobat and TicTie Calculate to Simplify & Prepare Digital Workpapers


This webinar was previously titled: Using Adobe Acrobat to Prepare 1040 Workpapers
Available Date(s)
Thursday, November 04, 2021: 2:00PM EDT
Thursday, December 09, 2021: 2:00PM EST
Thursday, January 06, 2022: 2:00PM EST

Cost Free
CPE Credits 2.0 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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  • Determine how to handle subsequently received and superseded documents and other Acrobat tips, tricks, and techniques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 Lyon

Returns Product Enthusiast


Steven Lyon is a SafeSend Returns Product Enthusiast with more than seven years of experience working in tax and accounting technology. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using SafeSend Returns. Steven is a proud Army veteran and is based in Boise, Idaho. Since 2013, he has held many roles at SafeSend, but loves sharing the “aha” moment with firms most as they discover how SafeSend Returns makes the tax engagement easier for both the firm and their clients. 

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.  

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit to learn more about our digital solutions.