Content Provider
Lisciologo

Self-Study CPE
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Supercharge Your Firm’s 1040 Data Gathering and Utilization Processes

SUPERCHARGE YOUR FIRM'S 1040 DATA GATHERING AND UTILIZATION PROCESSES

Available Date(s)
Monday, August 15, 2022: 11:00AM EDT
Tuesday, August 23, 2022: 5:00PM EDT
Tuesday, August 30, 2022: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

For tax pros, it's all about efficiency. You’ve got great tax software in place to help get those tax returns done. You’ve notified clients of your deadlines (or are preparing to do that). But then clients drag their heels sending their documents in. And, when you do get them, it is time-consuming to organize and summarize what they've sent you. Did clients send everything you asked for? What’s missing? It's vital you have a crystal-clear process that ensures you get the right documents from clients, that they are sent securely and on a timely basis, and that you can easily summarize and annotate them so your tax staff can input them efficiently.

Rob Smith, CPA, will share best practices to create a process that ensures that once each client’s 1040 document set is sent to the tax team, it's complete, accurate, and leads to total efficiency. The software he will use to demonstrate this process is Microsoft 365 (Teams, Sharepoint and OneNote), and he will touch on using Liscio to ensure you get clients to send their documents on time. If your firm uses inexperienced or seasonal tax staff, or you simply want to learn new ways to gather, track, and layout your tax documents efficiently, this webinar is for you.

Learning Objectives:


  • Identify a client-friendly and affordable way to get 1040 documents securely and on time

  • Evaluate an easy-to-implement process for gathering, tracking, and summarizing client 1040 documents using the Microsoft 365 Suite

  • Determine how to easily annotate documents as they come in, including removing unnecessary or extraneous information before adding to the summary PDF

Linkedin

Rob Smith

Liscio
Head of Technical Content
rob@liscio.me

Lisciologo

Rob is Head of Technical Content at Liscio and the founder of Point7seconds. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com and Point7seconds to provide a platform to help teach other professionals the power of OneNote and Microsoft 365. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL. He has taught at numerous industry conventions, state CPA conventions, SCORE, and Small Business Development Center seminars. He has taught a college-level QuickBooks class at Illinois Central College. He also earned the Elijah Watt Sells Award with High Distinction upon passing the CPA examination.

Additional Materials
How Liscio Handles Security
Client Experience 2.0
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.