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.

CLIENT COLLABORATION: AUTOMATE EVERY TOUCHPOINT IN THE TAX ENGAGEMENT

Automation has upended the accounting function, but tax processes have remained stubbornly linear. From the engagement letter and organizers to collecting e-Signatures and invoicing, client touchpoints include tedious tasks that are far too time-consuming. Time is money – and in today’s chaotic environment, your firm cannot afford to be inefficient. Automation is transforming the tax engagement life cycle!,,,

SAFESEND RETURNS DEMO

SafeSend Returns eliminates the manual and physical delivery of returns prepared in CCH Axcess™, ProSystem fx®, Thomson Reuters UltraTax CS®, Intuit Lacerte® 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 Returns

SafeSend Returns Signatures: Getting Started

Offered every Tuesday beginning 11/17/20

3:00 pm ET

SafeSend

Offered bi-weekly on Wednesday @ 1pm ET/10am PT

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

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What’s New in the SafeSend Returns Suite

Offered every Thursday

3:00 pm ET / 12:00 pm CT

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