ProSystem fx Scan vs. 1040SCAN Competitive Analysis (October 25, 2012)

Tax document automation saves time. If you're using ProSystem fx Scan or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season this competitive analysis is a "must see" webinar. In this one hour session we take a detailed look at how 1040SCAN and ProSystem fx Scan differ in 5 key areas:

• Efficiency and automation
• Accuracy
• SPbinder vs. PDFlyer
• Additional services
• Total cost of ownership

How Are Practitioners Regaining the Flexibility of Paper in a Paperless Environment? (July 19, 2012)

The evolution to a digital process represents positive change in the tax and accounting profession. However, in exchange for the convenience of a paperless work environment, firms gave up much of the flexibility offered by hard copy documents. With traditional paper-based processes, practitioners used a common medium (paper) and a uniform review tool (the pencil). Paper files allowed practitioners to organize and cross-reference workpapers, regardless of what software the workpaper was printed from. The transition to paperless is a move in the right direction, but does not come without its challenges. In this complimentary one hour webinar we will take a detailed look at new workpaper technologies that allow tax and accounting firms to

1) organize workpapers at a more granular level than the file level, what we call the "element" level, and
2) annotate, sign-off and cross reference workpapers of different file types, allowing for:

• A fully indexed and digital workpaper binder
• Reduced workpaper preparation and review time
• A truly paperless workflow
• Increased standardization

Did Form 8949 Keep You Up At Night? (June 19, 2012)

How did the new IRS reporting requirements impact your tax season? In this free one hour webinar we will discuss the new 1099 formats and their impact on your 2011 tax season. We’ll discuss technology that allows tax preparers to automate the process of reporting gain/loss detail and the entire 1040 tax preparation process. Join Darren and Dave as they help attendees:

• 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 tool called SPbinder

How Efficient Was Your 1040 Tax Season? (May 16, 2012)

According to a recent survey, 73% of accounting firms benefitted from 1040 tax document automation this tax season. Were you one of them? Today’s forward thinking firms are utilizing scan-and-organize technology that eliminates wasted workpaper preparation time by automatically identifying and organizing scanned 1040 tax source documents like W-2s, 1099s, K-1s and more. This scan-and-organize technology saves time, promotes standardization and facilitates the preparation and review of truly paperless workpapers that are integrated with Microsoft Excel, Word and Outlook.

In this one hour CPE webinar we will demonstrate and discuss:

• How to save 30 minutes per tax return with scan-and-organize
• 3 way firms can improve workflow with standardized workpapers
• Which electronic binder tool allows you to integrate Excel, Word and Outlook into your scanned workpapers

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.