LIVE WEBINARS

USING ADOBE ACROBAT TO PREPARE 1040 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.

Please Note: This Webinar Does Qualify for CPE credit

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.  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

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.

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Offered every Tuesday and Thursday
@ 1pm ET/ 10am PT

https://global.gotomeeting.com/join/658622885
Join the Call: Dial +1 (646) 749-3122
Access Code: 658-622-885

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Offered every Wednesday
@ 1pm ET/10am PT

https://global.gotomeeting.com/join/461322309
Join the Call: +1 (312) 757-3121
Access Code: 461-322-309

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Offered every Wednesday
@ 2pm ET/11am PT

https://www4.gotomeeting.com/join/951812519
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 currently only compatible with CCH ProSystem fx and CCH Axcess.

Workshop #1

TAX PAYER EXPERIENCE: ALL RETURN TYPES
Friday, January 5, 2018 @ 12pm ET / 9am PT

Workshop #3

LEARN THE BASICS: PRE-DELIVERY RETURN MANAGEMENT
Friday, January 19, 2018 @ 12pm ET / 9am PT

Workshop #5

“DELIVERY OPTIONS” TAB
Friday, February 2, 2018 @ 12pm ET / 9am PT

Workshop #7

SIGNATURE PLACEMENT: E-SIGNING & MANAUL SIGNING
Friday, February 16, 2018 @ 12pm ET / 9am PT

Workshop #2

SYSTEM ADMIN & USER SETTINGS
Friday, January 12, 2018 @ 12pm ET / 9am PT

Workshop #4

REPORTS: POST-DELIVERY RETURN MANAGEMENT
Friday, January 26, 2018 @ 12pm ET / 9am PT

Workshop #6

PAYMENTS & REFUNDS: CLIENT INFO & VOUCHER TABS
Friday, February 9, 2018 @ 12pm ET / 9am PT

Workshop #8

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

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