Paperless Organizers in 2021: Reality or Myth? (brought to you by SafeSend)

Description

This webinar will explore how automation is transforming the tax engagement, with a focus on using digital, electronically fillable client organizers. Now you can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.

Learning Objectives

Learning Objectives: Complete this phrase “Upon completion of this course participants will be able to…”. Items should be specific in nature.* (see guidelines below)

1. Explore the most common challenges of the paper client organizer process
2. Understand the new technological advances that are automating tax practices
3. Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely
4. Learn how to develop a client-centric approach for tax engagements and improve client collaboration

Major Topics

This webinar will explore how automation is transforming the tax engagement, with a focus on using digital, electronically fillable client organizers. Now you can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.

Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Computer Software & Applications
1
Who Should Attend

Tax professionals, Tax Accountants, Firm partners, Firm Decision makers.

Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Aug 19, 2021
10:00 am - 11:00 am EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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$50.00
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Paperless Organizers in 2021: Reality or Myth? (brought to you by SafeSend)


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