Many tax and accounting firms struggle to transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how firms make the paperless transition successfully. TicTie Calculate® is the leading Adobe® Acrobat® plug-in designed specifically for the tax and accounting profession and is used by more than 15,000 accountants. We will also look at automated scan-and-organize or scan-and-populate solutions and how much time they save your firm. See how to scan client source documents into PDF format then use Adobe Acrobat and TicTie Calculate to easily prepare paperless tax workpapers, the same way you did in the paper world.

Learning Objectives:

• Identify how to evaluate paperless workflow and scanning best practices, using Adobe Acrobat versus alternatives


• Identify how to quickly index and organize pages with automated bookmarking templates and repagination tools vs. expensive scan-and-organize solutions


• Recognize the variety of accounting tools available for working with PDF files, including tick marks, digital calculator tapes, rulers, and hyperlinked cross-references


• Recall powerful review tools including page sign-offs, review summaries, and review indicators