Webinars & Workshops

Please Note: The E-Sign Form 8879 & Workshops Do Not Qualify for CPE Credit

Live Webinars

USING ADOBE ACROBAT 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.

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

No registration necessary

SafeSend Returns

Offered the 1st and 3rd Thursday monthly

@ 1pm ET/ 10am PT

Join the Call: Dial +1 (646) 749-3122
Access Code: 658-622-885

SafeSend

Offered every Wednesday

@ 1pm ET/10am PT

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

SafeSend Signature Flow

Offered every Wednesday

@ 2pm ET/11am PT

Join the Call: +1 (312) 878-3081
Access Code: 951-812-519

SAFESEND RETURNS: TRAINING WORKSHOPS

Learn all there is to know about SafeSend Returns. More workshops will be offered August 2019, dates and times to come.

 SafeSend Returns is compatible with CCH ProSystems fx, CCH Axcess, TR UltraTax, and TR GoSystems

Workshop #1

LEARN THE BASICS
Tuesday, July 23rd, 2019 @ 12pm CT / 10am PT

Workshop #2

TAX PAYER EXPERIENCE: ALL RETURN TYPES
Tuesday, July 30th, 2019 @ 12pm CT / 10am PT

Workshop #3

SYSTEM ADMIN & USER SETTINGS
Tuesday, August 6th, 2019 @ 12pm CT / 10am PT

Workshop #4

ADDING PAYMENTS: VOUCHER TABS
Tuesday, August 13th, 2019 @ 12pm CT / 10am PT

Workshop #5

ATTACHMENTS & DELIVERY OPTIONS
Tuesday, August 20th, 2019 @ 12pm CT / 10am PT

Workshop #6

THE PROCESS: FROM CLIENT INFO TO INVOICING
Tuesday, August 27th, 2019 @ 12pm CT / 10am PT

Workshop #7

REPORTING
Tuesday, September 3rd, 2019 @ 12pm CT / 10am PT

Workshop #3

SYSTEM ADMIN & USER SETTINGS
Tuesday, January 22, 2019 @ 12pm CT / 10am PT