Webinars & Workshops

Live Webinars

USING ADOBE ACROBAT AND TICTIE CALCULATE TO SIMPLIFY & PREPARE DIGITAL WORKPAPERS

Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar explains and demonstrates how successful firms make the transition.

Mastering Remote Returns: Automating the Assembly, Delivery & eSign Process

In this webinar, we will review how tax forms 1040, 1041, 1065, 1120 & 1120s can be assembled & delivered from home by staff and clients can review & eSign remotely. In addition, you will see how K-1s can be electronically batch processed for delivery by the client, how to automate estimated payment reminders and much more…

SAFESEND RETURNS DEMO

SafeSend Returns eliminates the manual and physical delivery of returns prepared in CCH Axcess™ Tax, CCH ProSystem fx™ Tax, Thomson Reuters UltraTax CS™  and Thomson Reuters GoSystem Tax RS™  saving firms $40 per return. With one-third of the Top 300 accounting firms using SafeSend Returns, and more than 5,600 practices in the US, we are the premier assembly and delivery solution.

Archived Webinars

Please Note: These Webinars Do Not Qualify for CPE credit

Encrypting PDF Files in Email Attachments: Reduce Risk, Automation & Compliance

Why Client Portals Fail: Understanding File Transfer Solutions and Alternatives

Future of File Sharing: Challenges of Portals, PDF Encryption & E-Signing

LIVE TRAINING OPPORTUNITIES

SafeSend

Offered every Wednesday

@ 1pm ET/10am PT

Join the Call: +1 (312) 757-3121
Access Code: 461-322-309

Signatures

Offered every Tues. & Thurs., July 16th thru September 29th

@ 1pm ET/10am PT

SafeSend Returns is fully compatible with CCH Axcess™, CCH ProSystem fx™, Thomson Reuters GoSystem Tax RS™, Thomson Reuters UltraTax and Intuit Lacerte™.