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.
SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365
Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.
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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222