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Bestpractices citrixrs

4 BEST PRACTICES TO PREPARE FOR TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Accountants are busy, but when it comes to collecting signatures there are easier ways than you might think to improve efficiency and get more work done in less time. With the right e-signature tool, you can reduce the amount of time spent on follow up calls to get signatures, and decrease the turnaround time for your 8879s. Clients will appreciate a secure, easy to use tool and the flexibility of being able to sign from anywhere, including on a desktop or mobile device without having to print, scan or fax.

Learning Objectives

  • The history and legality of e-signature.

  • Why accounting firms of all sizes are adopting e-signature technology.

  • How RightSignature can save you time and money during tax season.

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Testimonials
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Carol, AZ

"I felt it was a waste of time. From the name of the course I thought it actually had something with tax preparation. Did not even interact with my tax program. you claim 4 steps and I only saw 1. e-signature. My questions were not answered I was ignored so I kept waiting for something besides e-signature. I was disappointed. Yes I learned about e-signature more and have signed several doc. with it commercially but did not pertain to my business."
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Louis, TX

"Excellent understanding of excellent e-signatures and accomplishing this with clients with the understanding that it's protected and secure. Awesome!"
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teresa, GA

"the speckers were great the knowledge based was great i enjoyed this"
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Shauna, TX

"Knowledgeable Presenter. Good Information."
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Stephen, IN

"Excellent intro to e-signature"
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Kathy, WI

"These webinars are extremely valuable in helping to learn about products and services that I can use in my tax practice!"
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Julia, NV

"I found the webinar to be very good"
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Skye, WA

"Learned about new options"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Valenti

Citrix, Right Signature
Senior Account Executive
jason.valenti@citrix.com
(800) 921-4250

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Jason Valenti is a Senior Account Executive on the Citrix RightSignature, with a deep specialization in the Accounting industry. He’s been fortunate to work with thousands of accounting firms, and is an expert on all things related to electronic signatures and how they benefit all types of businesses.

About Our Presenter

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RightSignature by Citrix is the easy-to-use, all-in-one solution for accountants to save time and maximize profits while pleasing clients. To learn more, visit www.RightSignature.com.