E-Sign Form 8879 as part of the Paperless Tax Return Assembly & Delivery Process

Date: Tuesday, April 25, 2017
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Steve Dusablon, President & CEO, cPaperless, LLC
Objective(s):
•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.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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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. Please note that SafeSend Returns is currently only compatible with CCH products.

Presenter and Moderator Bios
Mr. Steve Dusablon is the Co-Founder and CEO of cPaperless, LLC, a company that provides paperless software tools and consulting services to the accounting profession. Mr. Dusablon has been the primary driver behind the company’s release of four new paperless solutions and its ability to accumulate a client base of over 4,000+ accounting firms and 40,000+ licensed users of their products.

For the past 15 years, Mr. Dusablon has been consulting accounting firms on all areas of paperless solutions, including: Document Management Solutions (DMS), Client Portals, Integrated Workflow solutions, secure document exchange, scanning techniques, using Adobe Acrobat to create digital workpapers, deploying paperless audit software solutions, and paperless tax preparation utilizing Scan-and-Organize and Scan-and-Populate solutions.

Prior to co-founding cPaperless, LLC, Mr. Dusablon served as the Vice President of Sales & Operations for Acct1st Technology Group, LLC, a leading provider of DMS, Client Portal and integrated workflow solutions to the accounting industry. Prior to joining Acct1st, Mr. Dusablon served as the Regional Managing Director (Great Lakes Region) of alliantgroup, LP. alliantgroup, LP provides outsourced specialty tax services to accounting firms (mainly Research & Development Tax Credit studies). Prior to joining alliantgroup, Mr. Dusablon spent four years with SurePrep, LLC, where he served as the Director of Operations. SurePrep, LLC is the largest provider of outsourced tax preparation services in the U.S. He was responsible for overseeing the establishment of a 300 person tax processing center in Mumbai, India that processed over 25,000 US income tax returns each tax season.

Mr. Dusablon worked at PriceWaterhouseCoopers and was a Certified Public Accountant who earned a Bachelors degree in Accounting from the University of Southern California in 1990.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.