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Self-Study CPE
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Free cpe webinars
Digital Workpaper Prep With TicTie Calculate®


Available Date(s)
Thursday, November 09, 2023: 2:00PM EST
Thursday, December 07, 2023: 2:00PM EST
Thursday, January 11, 2024: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Many tax and accounting firms struggle to transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how firms make the paperless transition successfully. TicTie Calculate® is the leading Adobe® Acrobat® plug-in designed specifically for the tax and accounting profession and is used by more than 15,000 accountants. We will also look at automated scan-and-organize or scan-and-populate solutions and how much time they save your firm. See how to scan client source documents into PDF format then use Adobe Acrobat and TicTie Calculate to easily prepare paperless tax workpapers, the same way you did in the paper world.

Learning Objectives:

  • Identify how to evaluate paperless workflow and scanning best practices, using Adobe Acrobat versus alternatives

  • Identify how to quickly index and organize pages with automated bookmarking templates and repagination tools vs. expensive scan-and-organize solutions

  • Recognize the variety of accounting tools available for working with PDF files, including tick marks, digital calculator tapes, rulers, and hyperlinked cross-references

  • Recall powerful review tools including page sign-offs, review summaries, and review indicators


Steven Lyon

Product Specialist Manager
(800) 716-2558


Steven Lyon, Product Specialist Manager, has more than nine years of experience working in tax and accounting technology and oversees the training and implementation team at SafeSend. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using the SafeSend Suite. Steven is a proud Army veteran and enjoys spending time with his family and being outdoors. He loves sharing the “aha” moment with firms as they discover how the SafeSend Suite makes the tax engagement easier for both the firm and their clients.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit to learn more about their digital solutions