Many tax and accounting firms struggle to transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how firms make the paperless transition successfully. TicTie Calculate® is the leading Adobe® Acrobat® plug-in designed specifically for the tax and accounting profession and is used by more than 15,000 accountants. We will also look at automated scan-and-organize or scan-and-populate solutions and how much time they save your firm. See how to scan client source documents into PDF format then use Adobe Acrobat and TicTie Calculate to easily prepare paperless tax workpapers, the same way you did in the paper world.
Learning Objectives:
SafeSend
Senior Product Enthusiast
[email protected]
(800) 716-2558
Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.