Tax Tech and Prep Webinars for January and February 2020


Get your firm ready for tax season with Insightful Accountant’s educational webinars. Stay on top of all the newest tax tech and prep workflows with webinars from Eric Green, NetSuite, Receipt Bank, Liscio and Jirav (just to name a few). Check them out below!

QB Desktop-Integrated Payment Processing with Freedom Merchants

Jan. 14 @ 12:00 p.m. ET: A detailed dive into a more flexible Payments-option with Intuit QuickBooks Desktop version. Anything you would want to know about a more feature-rich Processing option. Presented by Ben Prusky. Register here.

IRS Audits of Cash Businesses

Jan. 15 @ 2:00 p.m. ET: This program will review the basics of an exam & what changes when the business is in a cash-intensive industry. In particular, review the IRS’s utilization of indirect methods of proof to identify unreported income and more. Register here.

Payroll Tax Train Wreck: Resolving Your Client’s Payroll Tax Nightmare

Jan. 16 @ 2:00 p.m. ET: We will explain the issues surrounding back payroll taxes, the IRS assessments of responsible individuals (referred to as “Trust Fund Assessments”), and how practitioners can resolve these issues. Register here.

The Case for A Continuous Close

Jan. 16 @ 4:00 p.m. ET: It can take an inordinate amount of time to close the books and report information to key stakeholders in a timely and accurate manner. Learn how a modern-day financial management system can help automate inefficient activities. Register here.

How to Dominate Tax Season with eFileCabinet

Jan. 22 @ 12:00 p.m. ET: Learn how to use Rubex by eFileCabinet, the leader in advanced document management software, to have a great start to your tax season. Webinar presented by Jim Harvey of eFileCabinet. Register here.

Resolving Back Tax Debts

Jan. 23 @ 12:00 p.m. ET: We will review the various options for resolving a back-tax debt, including uncollectible status, installment agreements, offers-in-compromise, and bankruptcy; and when a practitioner should consider one over the other. Register here.

Expectations & Liabilities for Accounting Professionals in Identifying Fraud & Crime in Their Clients’ Businesses

Jan. 28 @ 2:00 p.m. ET: This webinar will review claim trends in the accounting industry, address what ethical and legal liabilities an accounting professional might have, and offer some instruction in dealing with these issues. Register here.

Let Go of Manual Processes: Embrace New Ways to Work

Jan. 30 @ 12:00 p.m. ET: Join us for a live webinar, hosted by eFileCabinet CEO Jesse Wood on the importance of transforming the way you do business by embracing new ways to work. Learn how to grow your business, implement automation and much more. Register here.

Graduate Your Customers onto NetSuite To Scale Your Business

Feb. 4 @ 12:00 p.m. ET: Learn why thousands of QuickBooks clients turn to NetSuite. There’s never been a better time to become a NetSuite partner – earning 50% margin on all NetSuite license sales, and up to 30% on renewals. Presented by Jason Glass. Register here.

Bookkeeping Automation with Receipt Bank and QuickBooks Online

Feb. 4 @ 2:00 p.m.ET: In this webinar you’ll learn about key workflow considerations for QB and Receipt Bank, supplier rules working in conjunction with QBO Bank Rules, recommended suppliers for fetch & auto-publish, automated expense reports & more. Register here.

eSignature Best Practices for Tax Season

Feb. 6 @ 2:00 p.m. ET: Join us for a webinar discussing how to get the most out of eSignature’s powerful tools, including how to simplify the onboarding process with customizable templates for tax questionnaires, engagement letters, Form 8879 & more. Register here.

Level up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients

May 19 @ 2:00 p.m. ET: Join this session with Martin Zych & Blake Oliver to learn how you can leverage the latest and greatest technology to level up your advisory services, whether you’re a bookkeeper, accountant, controller, or CFO. Register here.

Using Jirav to go from CPA to CFO and make more ???

May 26 @ 2:00 p.m. ET: In this webinar w/ Blake Oliver & Ryan McDonald you’ll learn how you can build sophisticated financial models in Jirav, ways you can add new advisory services to your firm using financial modeling, best practices and more. Register here.

Like what you’re reading?

Subscribe to our FREE newsletter and we’ll deliver content like this directly to your inbox.