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Start Date:Previously Recorded
Duration:60 minutes
Abstract:
Are you missing out on using Intuit eSignature to its fullest potential? Sure, at its core, having Intuit eSignature built into Lacerte Tax, ProSeries Tax, and ProConnect Tax makes it a functionality that amplifies convenience while staying compliant. But there is so much more to learn about how leading firms are taking full advantage of Intuit eSignature- before, during, and after tax season.
Join us for this session that will talk about not only how to use Intuit eSignature, but also discuss best practices, practical insights, and tips for utilizing Intuit eSignature with professional tax software.
Learning objectives:
By completing this webinar, you will be able to:
-Better utilize Intuit eSignature for your firm
-Communicate the security benefits of Intuit eSignature to your clients
-Differentiate authentication methods for Intuit eSignature
-Improve firm collaboration and line-of-sight into your engagements
-Minimize client procrastination
Who should attend?
Anyone who ever needs a client to sign anything
Speakers
 Ross Olson Solution Specialist Intuit Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.
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