Automate Your Tax Workpapers With 1040SCAN ORGANIZE (November 30, 2011)

In this complimentary one hour webinar we will take a detailed look at the features and benefits that make 1040SCAN ORGANIZE the leading Scan-and-Organize tool in the tax and accounting industry.

• Automate the bookmarking and organization of client source documents (1040SCAN ORGANIZE recognizes thousands of standard documents and over 280 brokerage statements)

• Reduce tax return preparation and review time (1040SCAN ORGANIZE includes SPbinder, the most advanced paperless workpaper tool in the tax and accounting industry)

• Achieve a truly paperless tax workflow

• Save time and money

• Promote standardization

The Scanners Role In Tax & Accounting Workpaper Automation (October 18, 2011) 

Today's highly successful tax and accounting firms are saving valuable time by utilizing software that recognizes and organizes scanned documents and extracts data from them. The quality of those scanned images is an important component of this process and not all scanners are created equal.

In this free web seminar we will discuss with a Fujitsu representative, a range of topics including:

• What size/type of scanner is right for my firm?
• How do scanners address odd sized pages and which ones do it best?
• What features should I be looking for when choosing a scanner?
• Multi-function versus desktop - which is most appropriate for my needs?
• How do third party image enhancement solutions fit in to tax and accounting workpaper automation?

Paperless Workpapers: A Binder For All Engagement Types (September 20, 2011)

Historically, in traditional paper-based workpapers, accountants have had the flexibility of organizing workpapers into binders in any order that makes sense. Some workpapers come from Excel or Word files printed to paper and some are hard copies provided by clients. In going paperless, accountants have lost much of this flexibility. Most document management systems and engagement packages do not allow you to organize items at anything below the file level. Although an Excel file might have numerous sheets, it can only be organized and referenced as one file.

In this webinar we:

• Take a closer look at the above mentioned limitations
• Learn how leading edge accounting firms are solving these problems
• See how workpaper organization can be done at the document element level with a paperless workpaper tool called SPbinder

Scan-and-Populate: A Tax Workpaper Automation Roundtable (August 18, 2011)

Today's Scan-and-Populate technology is saving forward thinking firms hours per tax return. In addition to organizing source documents like W-2s, 1099s and K-1s, scan-and-populate solutions can extract data from those scanned documents and export that data to tax software, thereby freeing up valuable time that would otherwise be spent on data entry and review. Today's efficient accounting firms are driving that time savings right to the bottom line.

In this informative and free webinar, three highly successful accounting firms will discuss their implementation of SurePrep's scan-and-populate solution 1040SCAN PRO in a roundtable format.

Managing The Change To Paperless Tax Workpapers (July 19, 2011)

“Paperless” requires more thought and planning than simply buying scanners and dual monitors. It’s tempting to believe that your firm can simply purchase some software and hardware and the efficiencies will roll in, but successfully evolving the way your firm does business takes a managed approach.

Leading your firm through the transformation is a process, a change process, one that needs to be managed like any project that is critical to your firm’s success. This session introduces proven methods and tools to support successful change initiatives in your organization.

• Define a five-phase change management methodology designed to support the organizational change process
• Define an implementation process to introduce new technologies into the organization
• Understand the importance of taking a project approach to managing change
• Explain the role and responsibilities of the Project Sponsor

...to read more of the webinar description and to view this archived webinar please click here to visit Accounting WEB’s archived webinars page.

Scan-and-Organize: A Tax Workpaper Automation Roundtable (June 28, 2011)

The benefits of paperless tax preparation are clear: Automating the organization and entry of tax documents is far more efficient than working by hand. Going paperless saves time and money, and allows administrators or junior staff members to do high-value activities that used to require experienced tax preparers. A paperless environment also frees up knowledge capital, enabling the senior team to focus on leading and growing the business.

In this free webinar SurePrep President and CEO David Wyle will help moderate a roundtable discussion group consisting of 2 highly successful CPA firms. The roundtable members will discuss how they implemented the 1040SCAN ORGANIZE solution and how it has increased their efficiency and profitability.

...to read more of the webinar description and to view this archived webinar please click here to visit the CPA Practice Advisor’s archived webinars page.

PDF vs. PBF: The Battle Of Paperless Workpapers (May 17, 2011)

Using Adobe Acrobat to work with tax and accounting workpapers is like using a wrench to drive in a nail. Are you using the wrong tools for the job? Tax and accounting professionals perform highly specialized work and require tools that are designed for the accounting profession. In this complimentary web seminar we explore in detail some alternatives to Adobe Acrobat for creating and working with electronic workpapers in a paperless accounting practice.

This web seminar is designed for tax and accounting professionals who are interested in taking their paperless offices to the next level of automation.

Does your workpaper tool:

• Automatically merge additional documents
• Integrate with Excel
• Offer standardized bookmarks for 1040, 1041 tax returns and other engagement types
• Allow for dynamic, hyperlinked cross referencing

...to read the rest of the webinar description and to view this archived webinar please click here to visit the Accounting Today archived webinars page.