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Free Web Seminar

Preparing 1040s Using Scanned Tax Documents: Learn How to Create and
Work with Digital Tax Workpapers

Recorded: December 20, 2011
Duration: 1 Hour

Speakers:
Steve Dusablon, CPA, Co-Founder and CEO, cPaperless, LLC
Benjamin M. Woodford, Director, GruntWorx, LLC

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Take your tax workpapers to the next level...make them digital! By scanning client source documents before preparation, you open the door for a more efficient and productive tax process. In this webinar, you will learn how scanning client tax documents allows you to leverage software tools that:

  • Save hours per 1040 by eliminating data entry
  • Create indexed, editable PDFs to use as digital tax workpapers
  • Make it easy to tick and tie with digital documents, just like their hard-copy counterparts


Don't let fear of working with digital documents stop you from going paperless. You can work with digital tax workpapers the same way you would with paper ones-while also saving hours of prep time. Attend this free webinar to learn how.


Taking a "Less Paper" Tax Preparation Process to the Next Level—Using Tax Document Automation to Save 40% of Prep Time

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As more firms transition from paper to "less paper" to "paperless" processes for tax preparation, they are implementing solutions to automate workflow and improve efficiency. One of the most popular technology solutions is scan-and-populate tax document automation software that automatically populates tax data from scanned client source documents into your tax preparation software. In this free webinar, you’ll learn how Chris Anderson, Partner in Charge of Tax at Maloney + Novotny, integrated scan-and-populate tax document automation technology into his firm’s tax workflow.

A Tale of Two Firms: The success and missteps of implementing a paperless tax workflow

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A successful transition to a paperless tax workflow takes planning, dedicated effort, and an educated firm. Most importantly, it requires appointing a dedicated champion that is empowered to make decisions, lead the implementation and identify and assign the resources required to ensure long term success.

Attend this informative webinar where our guest speakers, Jim Bourke, CPA.CITP.CFF and Ben Woodford will take you through the implementation experiences of two real-life firms based on a comparative case study.

5 Steps to Creating a Paperless Tax Process

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Before the next tax season begins, now is the time to learn about new tools and technologies for improving tax workflow at your firm.

This web seminar will show you how the right tools and technology solutions can dramatically improve tax workflow and enhance business efficiencies in your firm.

Powerful Workflow Tools to Make Tax Season More Efficient

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This free web seminar you will learn the implementation experiences of two real-life firms; how your approach to this workflow transition impacts your success or failure; and five essential rules to ensuring an optimal paperless tax workflow implementation.

How to Transition to a Paperless Tax Workflow: Become the Technology Champion Within Your Firm

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This free web seminar you will learn the implementation experiences of two real-life firms; how your approach to this workflow transition impacts your success or failure; and five essential rules to ensuring an optimal paperless tax workflow implementation.

The Essential Tools for Creating a Paperless Tax Workflow System

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In this panel discussion hosted by Sid Kess, leading experts provide tools & techniques for implementing a paperless tax workflow system in your firm. Learn best practices for scanning tax documents, how to leverage a web-based tax document automation tool to save time preparing tax returns and how to use Adobe Acrobat to prepare and review digital tax work papers.

Best Practices for Scanning Tax Documents

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Learn about choosing and using the right scanner to organize tax documents. And explore how a web-based tax workflow system can help you increase productivity and save you precious time this tax season.

Data Security & Compliance in a SaaS World

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Learn the 8 questions you need to ask about data security and how SaaS solutions comply with changing federal and state regulations, as well as IRC Section 7216 compliance and completion of a SAS 70 Type II Audit.