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Copanion GruntWorx

Free Web Seminars

Taking the Paperwork out of Preparing Tax Returns!

CPA2Biz and Copanion present a FREE Web Seminar Series: The AICPA's Guide to a Paperless Tax Workflow.

More and more CPAs are scanning and organizing their tax source documents electronically. In fact, approximately 30% of CPAs utilized a tax document automation tool last tax season.* Now is the time to learn best practices for streamlining the tax return preparation process to help you and your staff save time and increase efficiency this tax season. These Web Seminars will help you understand the key advantages of a paperless tax workflow system. Please sign up for all 3 events, or choose the Web Seminars that interest you most.

You'll learn how to:

  • Save time and effort by using digital client source documents to prepare returns
  • Apply best practices to streamline the tax workflow process
  • Improve efficiency by organizing and extracting data from scanned tax documents
  • Identify, label, and bookmark scanned tax documents into a PDF file for easy review and storage
  • Use administrative or support staff to scan and index client data upfront, freeing tax professionals to focus their time on higher level billing activities

*Data based on a survey of CPAs in public practice conducted by CPA2Biz 9/1/09 of 550 respondents

Select the web seminars you want to attend and register today!
Automating Tax Workflow
Using Adobe to Prepare 1040s
Data Security & Compliance in a SaaS World

Wednesday, December 2, 2009
11:00am PT, 2:00pm ET

Learn the best practices for paperless tax workflow and how you can save up to 4 hours tax document preparation time per return. You'll also learn why "scan before" is better than "scan after."

Duration: 1 hour

Wednesday, December 9, 2009
11:00am PT, 2:00pm ET

This "Quick Start" web seminar will get you up to speed fast on using Adobe PDF files with your clients' tax work papers. You'll learn how to create bookmarks, tick marks, comments, sticky notes and more.

Duration: 1 hour

Wednesday, December 16, 2009
11:00am PT, 2:00pm ET

Learn the 8 questions you need to ask about data security and how SaaS solutions comply with changing federal and state regulations, as well as IRC Section 7216 compliance and SAS 70 Type II certification.

Duration: 1 hour