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Start Date:7/10/2018
Start Time:11:15 AM CDT
Duration:60 minutes
Abstract:
This course is not eligible for CPE/CE.
This session will enable the attendees to implement a paperless tax workflow in their office and better collaborate with clients. ProConnect Lacerte practitioner and recognized trainer will demonstrate best practices to save time and reduce errors so attendees can implement a paperless workflow in their office. Attendees will also be equipped with change management techniques to help clients upload documents and support a paperless tax workflow. This is the first of 3 courses by Renee to help you create the workflow you desire.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
- Implement a paperless workflow in your tax office
- Combine desktop and cloud applications to create a paperless process
- Save time and reduce errors sharing electronic documents with employees
- Use Renee’s best practices to get 80% of clients uploading documents
- Update your office processes to an efficient, paperless tax workflow
WHO SHOULD ATTEND?
Tax and accounting professionals who want to save time and create a paperless tax workflow.
Course Level: Basic & Intermediate
Course Length: 60 Minutes
Prerequisites: NONE
Delivery Method: Group-Internet Based
Field of Study: Taxes- Technical
Recommended CPE: 0.0
Recommended IRS CE: 0.0
If you're already registered for the Paperless Tax Workflow - 7/10/18 webcast, click below:
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Paperless Tax Workflow - 7/10/18
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