In this webinar you will learn how your firm can save money, improve workflow processes and maintain compliance with the IRS requirements when using E-Signatures of Form 8879.
Effective March 11, 2014, the IRS approved E-Signatures on Form 8879 through an online revision to Publication 1345. In order to be in compliance, a firm must adhere to a variety of E-Signature requirements. The software must use an acceptable E-Signature method, capture specific data through the signing process and must authenticate each taxpayer with Knowledge Based Authentication (KBA). The ERO must confirm certain taxpayer information for both in-person and remote transactions.
What your company needs to know to be ESIGN and IRS compliant when using E-Signatures on Form 8879.
What are the acceptable E-Signature methods allowed and what information the software must capture through the signing process.
Learn what Knowledge Based Authentication (KBA) is and how it works.
Learn what individual, entity and state e-File authorization forms allow the use of E-Signatures.
Learn how to securely transfer the final signed Form back to the taxpayer and how to make it tamper.
Utilize real-time reporting & tracking right from your desktop.
Mr. Dusablon is the Co-Founder and CEO of cPaperless, LLC, a company that provides paperless software tools and consulting services to the accounting profession. Mr. Dusablon has been the primary driver behind the company’s release of three new paperless solutions and its ability to accumulate a client base of over 2,500+ accounting firms and 20,000+ licensed users of their products. For the past 10 years, Mr. Dusablon has been consulting accounting firms on all areas of paperless solutions, including: Document Management Solutions (DMS), Client Portals, Integrated Workflow solutions, secure document exchange, scanning techniques, using Adobe Acrobat to create digital workpapers, deploying paperless audit software solutions, and paperless tax preparation utilizing Scan-and-Organize and Scan-and-Populate solutions. Prior to co-founding cPaperless, LLC, Mr. Dusablon served as the Vice President of Sales & Operations for Acct1st Technology Group, LLC, a leading provider of DMS, Client Portal and integrated workflow solutions to the accounting industry. Prior to joining Acct1st, Mr. Dusablon served as the Regional Managing Director (Great Lakes Region) of alliantgroup, LP. Alliantgroup, LP provides outsourced specialty tax services to accounting firms (mainly Research & Development Tax Credit studies). Prior to joining alliantgroup, Mr. Dusablon spent four years with SurePrep, LLC, where he served as the Director of Operations. SurePrep, LLC is the largest provider of outsourced tax preparation services in the U.S. He was responsible for overseeing the establishment of a 300 person tax processing center in Mumbai, India that processed over 25,000 US income tax returns each tax season. Steve worked at PriceWaterhouseCoopers and was a Certified Public Accountant who earned a Bachelors degree in Accounting from the University of Southern California in 1990.
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.
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