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Free cpe webinars
Schedule C Clients Simplified
Taxes

SCHEDULE C CLIENTS SIMPLIFIED

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 3, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Taxes, Bookkeeper
Course Description

April 15th is just around the corner but there’s still time to get your Schedule C clients organized. Find out how to utilize technology to easily get the key Schedule C information from your clients, get it organized and categorized ready for your review. With some easy to implement tools you’ll actually save time in the final weeks of tax season.
 
Learning Objectives:


  • Identify key technology to save time on self-employed clients

  • Associate workflow updates with tactics to maximize efficiency.

  • Recognize pricing considerations for time savings.

  • A demo of Receipt Bank Self Employed.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Dext col

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.