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.
E-SIGN FORM 8879 & ELECTRONIC K-1 DISTRIBUTION
In this webinar, we will review how K-1’s have historically been distributed and the related issues with those methods. The IRS requirements for electronic K-1 distribution and provide a brief demonstration of SafeSend Returns, the only solution offering automated electronic K-1 distribution.
SAFESEND RETURNS DEMO
SafeSend Returns eliminates the manual and physical delivery of returns prepared in CCH Axcess®, CCH ProSystem fx® and Thomson Reuters UltraTax® 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.
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
No registration necessary
Offered every Thursday through September
@ 1pm ET/ 10am PT
Join the Call: Dial +1 (872) 240-3212
Access Code: 219-513-493
Offered every Wednesday
@ 1pm ET/10am PT
Join the Call: +1 (312) 757-3121
Access Code: 461-322-309
SAFESEND RETURNS: TRAINING WORKSHOPS
Learn all there is to know about SafeSend Returns.
SafeSend Returns is compatible with CCH ProSystems fx, CCH Axcess and TR UltraTax
TAX PAYER EXPERIENCE: ALL RETURN TYPES
Tuesday, July 30th, 2019 @ 12pm CT / 10am PT
THE PROCESS: FROM CLIENT INFO TO INVOICING
Tuesday, August 27th, 2019 @ 12pm CT / 10am PT