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E-SIGN FORM 8879 AS PART OF THE PAPERLESS TAX RETURN ASSEMBLY & DELIVERY PROCESS

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 3, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Any firm considering adding E-Signatures on Form 8879 must attend this Webinar. With IRS approval of E-Signatures on Form 8879 tax and accounting firms are struggling to understand how E-Sign will impact the Tax Return Assembly and Delivery process. The Webinar will focus on the challenges of electronic tax return delivery and how E-Signing Form 8879 will impact the process. Attendees will learn the potential hurdles, benefits and pitfalls of adding E-Sign on Form 8879 to their current internal and external (client facing) processes.

Learning Objectives

  • What your company needs to know to be ESIGN and IRS compliant when using E-Signatures on Form 8879.

  • What are the acceptable E-Signature methods allowed and what information the software must capture through the signing process.

  • Learn what Knowledge Based Authentication (KBA) is and how it works.

  • Learn what individual, entity and state e-File authorization forms allow the use of E-Signatures.

  • Learn how to securely transfer the final signed Form back to the taxpayer and how to make it tamper-proof

  • Utilize real-time reporting & tracking right from your desktop.

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Testimonials
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Jennifer, TX

"This webinar was very good! I greatly appreciated receiving an email when it was time to log into the webinar. Logging in was easy and took a minimal amount of time and the presentation was very well done. The presenter was knowledgeable and kept my attention. He gave enough information to be thorough without being redundant or repetitive, which I appreciated. Thanks for offering this class and including the option to receive CPE. I'll be back for more webinars in the future!"
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Ed, OR

"no complaints. subject - for me - always benefits from some spelling out of precisely how it fits into day to day application. I am sure that many (younger) participants that that up more quickly than I so balance is required. Once I 'see it' things generally make sense & I feel comfortable making my decisions. Steve did that pretty well & the Q&A added some additional insights for me. The patience shown with the extended Q&A is greatly appreciated."
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Debra, CA

"As a preparer that is looking into possible esignature solutions, I found the seminar extremely informatiove. Would recommend to any preparer or firm looking to get software or or just looking into what's out there. Like seeing how it can be used for client engagement letters and expand to full tax return solution if wanted. Thanks!"
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Clover, FL

"The webinar presented on E-Sign is very educational for Tax and Accounting Professionals. It really speaks volume about having a paper free business and saving money and time as well. With technology, we can do so much more in less time while saving tremendously. Love attending these webinars, my expectation is always met."
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Robert, CA

"Steve, presented the material in a very professional manner and took additional to answer all questions. He also took this additional time to demonstrate the total e-signature process for a completed tax return. This process will definitely improve the efficiency of any organization."
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Charles, TX

"The webinar was confusing at times since I'm not familiar with the subject; however, the teacher made the presentation very interesting and you could tell that he was knowledgeable, not only by his presentation, but with his quick and concise answers to questions at end of webinar."
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Marcy, IL

"This seminar was very helpful because I didn't realize all the things i needed to know about e-signing and just signing forms in general. Also I was not aware what is acceptable to the different government agencies, state and federal. Over-all it was very helpful and informative."
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Marvin, PA

"For anyone desiring to move forward with e signatures, I personally do not believe that you can find another course or product as informative as this one and they are offering a great price. If my company was bigger, I would definitely move toward the e signatures."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

About Our Presenter

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions