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.

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

REFRESHER TRAINING 

Offered every Thursday, Dec. 5th Thru Jan. 30th 

@ 1pm ET/10am PT

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.

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

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

SafeSend Returns Demo

ALWAYS AVAILABLE
Click Below to schedule a Demo Today