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Using Adobe Acrobat and TicTie Calculate to Simplify & Prepare Digital Workpapers


This webinar was previously titled: USING ADOBE ACROBAT TO PREPARE 1040 WORKPAPERS
Cost Free
Presentation Length 2.0 hours

Recorded DateAugust 13, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition by following these best practices:

• Scan client source documents into PDF format
• Use Adobe Acrobat and Tic, Tie & Calculate to easily prepare paperless tax & accounting workpapers, the same way you did in the paper world. Tic, Tie & Calculate is the leading Acrobat plug-in designed specifically for the tax and accounting industry and is used by over 15,000 accountants
• We will also discuss the use of automated Scan-and-Organize or Scan-and-Populate Solutions, and how much time they really save your firm
• We will address Acrobat alternatives and other proprietary paperless workpaper preparation tools to ensure participants understand their options and make the best decisions

Learning Objectives

  • Learn how to evaluate paperless workflow, scanning best practices, using Adobe Acrobat versus alternatives and preparing digital workpapers the same way you did in the paper world

  • Learn how to easily index and organize pages with automated bookmarking templates and repagination tools vs. expensive Scan-and-Organize solutions, and how to finish what Scan-and-Organize solutions don’t recognize

  • Understand the variety of accounting tools available for working with PDF files, including: Tickmarks, digital calculator tapes, rulers, and hyper-linked cross references

  • Understand powerful review tools including: Page sign-offs, review summaries and review indicators

  • Understand Acrobat tools including: Adding text, comments, open items, review notes & other annotations. How to handle subsequently received and superseded documents. Learn other Acrobat tips, tricks & techniques and where to purchase affordable Acrobat licenses

Not logged

Steve Dusablon

cPaperless LLC
Co-Founder, President & CEO
(949) 510-3365


Mr. Dusablon is a Co-Founder, President and CEO of cPaperless, LLC. Mr. Dusablon drives the company's innovation and product development. Under his leadership, the company has successfully released its latest product SafeSend Returns, which is considered one of the most innovative products to be released to the tax and accounting industry in the past few decades. It is the only product to ever win back-to-back Innovation Awards from CPA Practice Advisor. Mr. Dusablon is considered the industry thought leader on E-Signatures and has spoken at over a dozen conferences including the AICPA's Digital CPA and Tech conferences. Steve worked at Coopers & Lybrand and was a Certified Public Accountant who earned a bachelor's degree in accounting from the University of Southern California in 1990.

About Our Presenter

cPaperless, LLC is a software company that develops applications for the accounting industry. We specialize in developing enhancement tools that allow accounting firms to work more efficiently in a paperless environment. Many of the applications are plug-ins to popular applications (Adobe Acrobat & Microsoft Outlook).