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• Determine how to handle subsequently received and superseded documents and other Acrobat tips, tricks, and techniques

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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