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.
Please Note: This Webinar Does Qualify for CPE credit
In this webinar we will review how K-1’s have historically been distributed and the related issues with those methods. We will review the IRS requirements for electronic K-1 distribution. We will provide a brief demonstration of SafeSend Returns, the ONLY solution offering AUTOMATED electronic K-1 distribution
Please Note: This Webinar Does Not Qualify for CPE credit
Please Note: These Webinars Do Not Qualify for CPE credit
No registration necessary.
Learn all there is to know about SafeSend Returns.
SafeSend Returns is currently only compatible with CCH ProSystem fx and CCH Axcess.
TAX PAYER EXPERIENCE: ALL RETURN TYPES
Friday, January 5, 2018 @ 12pm ET / 9am PT
LEARN THE BASICS: PRE-DELIVERY RETURN MANAGEMENT
Friday, January 19, 2018 @ 12pm ET / 9am PT
“DELIVERY OPTIONS” TAB
Friday, February 2, 2018 @ 12pm ET / 9am PT
SIGNATURE PLACEMENT: E-SIGNING & MANAUL SIGNING
Friday, February 16, 2018 @ 12pm ET / 9am PT
SYSTEM ADMIN & USER SETTINGS
Friday, January 12, 2018 @ 12pm ET / 9am PT
REPORTS: POST-DELIVERY RETURN MANAGEMENT
Friday, January 26, 2018 @ 12pm ET / 9am PT
PAYMENTS & REFUNDS: CLIENT INFO & VOUCHER TABS
Friday, February 9, 2018 @ 12pm ET / 9am PT
MOVING & DELETING PAGES: WHEN, WHY AND HOW
Friday, February 23, 2018 @ 12pm ET / 9am PT
Please Note: These Trainings Do Not Qualify for CPE credit