Copanion hosts a variety of free online seminars that demonstrate the benefits of tax document automation while presenting case studies of firms that have used this technology to improve efficiency and productivity during tax season.
These seminars are accessible from the convenience of your desk or office, using your computer and internet connection. A Copanion moderator will be present to answer questions.
- Preparing 1040s Using Scanned Tax Documents: How to Create and Work with Digital Tax Workpapers
Duration: 60 minutes
CPA Technology Advisor Webcast Replay- Scanning Tax Documents - A Look Back at the 2008 Tax Season
Duration: 60 minutes
CPA Technology Advisor Webcast Replay- Tax Season Training Camp
Duration: 82 minutes
Copanion Webcast Replay- Optimize your Workflow by Scanning Tax Documents
Duration: 21 minutes
Guest Speaker: Jody Padar
James J. Matousek, CPA, LTD- Learn How to Make Scanned Tax Documents Work for You This Tax Season
Duration: 60 minutes
CPA Technology Advisor Webcast Replay- Increasing the Effectiveness of a Paperless Tax Workflow
Duration: 32 minutes
Guest Speaker: Matthew Patrick, CPA
Patrick Accounting and Tax Services, PLLC- Going Paperless: Using Tax Document Automation to Streamline Tax Processes
Duration: 60 minutes
Guest Speaker: Mohamed Ahmed, CPA
The Reynolds Group- Scanning Tax Documents: Best Practices and Lessons Learned from the 2007 Tax Season
Duration: 60 minutes
CPA Technology Advisor Webcast Replay- Learn The 10 Questions To Ask When Considering Tax Document Automation
Duration: 60 minutes
CPA Technology Advisor Webcast Replay