Wanting to do more for your clients with less resources might just feel like an impossible equation to solve. The good news for tax and accounting firms is that Intuit has already contributed to the solution with Intuit eSignature!

How did we navigate this monumental challenge? By addressing the problem with three “must-have” benchmarks. First, increasing speed means nothing if you are not compliant. Secondly, the process must be more efficient for you and your staff. Finally, the interaction with your clients should be intuitive and meet their needs in a convenient, easy to use way. 

Join us as we discuss how Intuit eSignature addresses each of those benchmarks so that you can best utilize Intuit eSignature to do more with less: less client chase, less administrative effort and, of course, less clicks. 


LEARNING OBJECTIVES:
By completing this webinar, you will be able to:

• Do more with less clicks: Complete more administrative and compliance tasks with less effort
• Understand the various security and compliance requirements for utilizing eSignature
• Utilize One-Click eSiganture, Flexible KBA, and the eSiganture Dashboard within Lacerte, ProSeries, or ProConnect

WHO SHOULD ATTEND?
Tax professionals that need documents electronically signed and can benefit form doing more with less effort. 

 
Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: NA
Recommended CPE: 1
Recommended CE: 0