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The Two-Minute Tax Return Review: Leveraging OneNote & Liscio

THE TWO-MINUTE TAX RETURN REVIEW: LEVERAGING ONENOTE & LISCIO

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

If you review tax returns before they go out to clients, you know how time-intensive they can be. Most firms find this to be their situation: this year's source documents are in one place, last year's source documents are in another place entirely, and there is no easy way to see side-by-side comparisons with the actual source documents displayed as well. This leads to frustration and a lot of opening and closing of documents and folders. 

And what about reviewer notes, year-over-year annotations, and "watch out for this" type of notes? These are usually in your head, and you may not have conveyed them correctly to the preparers on your team. Because of that, your tax preparer(s) may make mistakes and it’s up to you to catch them. Not a good scenario! 

If you are looking for a better way, come and learn a completely revolutionary yet strikingly SIMPLE way to organize documents AS THEY COME IN, with the end result being that all documents are displayed in the order they need to be entered into the return—with last year's source docs beside this year's and all notes and annotations clearly visible and organized so that they carry over to next year. You'll also learn easy ways to create a visual system that will alert you to anything that needs attention, at a glance. And lastly, you'll learn how to get clients to send their documents to you on a timely basis with NO CHASING. 

You deserve a better tax season! We have a great process you can follow, using software that you already own.

Learning Objectives:


  • Identify a client-friendly and affordable way to get documents securely and on time

  • Evaluate an easy-to-implement process for gathering, tracking, and summarizing client documents using OneNote in the Microsoft 365 Suite

  • Determine how to easily annotate documents as they come in, including removing unnecessary or extraneous information before adding to the summary PDF 

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rob Smith

Liscio
Head of Technical Content
rob@liscio.me

Lisciologo

Rob is Head of Technical Content at Liscio and the founder of Point7seconds. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com and Point7seconds to provide a platform to help teach other professionals the power of OneNote and Microsoft 365. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL. He has taught at numerous industry conventions, state CPA conventions, SCORE, and Small Business Development Center seminars. He has taught a college-level QuickBooks class at Illinois Central College. He also earned the Elijah Watt Sells Award with High Distinction upon passing the CPA examination.

About Our Presenter

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.