State Tax Records – To Digitize or Not to Digitize

If you want to reap the benefits of digitally storing your state tax records, but are unsure how to take the next step, join us for this upcoming teleconference.

You'll leave this teleconference armed with the insights you need to determine whether an electronic database of important invoices, exemption certificates, and other supporting documents is the right move now for your company -- and with the ammunition to sell senior management on making the investment.

Learn about the processes involved, and pitfalls to avoid in setting up an electronic filing system, including answers to these dilemmas and more:

• Where are the costs and time benefits?
• What hardware and software will you need?
• What are effective processes for file storage and management?
• How do you set up a search function to easily locate files?
• What if you have files in multiple remote locations?
• How can you protect confidential data?
• How should you handle paper documents once they are scanned?
• What challenges will you face in training staff?
• What steps can you take to get buy-in throughout your company?

Our authoritative panel of corporate tax pros and other veteran tax advisors share their experiences and lessons learned:

Lisa Bettencourt, State and Local Tax Director, ADT Security Services, Boca Raton, FL

Richard Bregitzer, Manager, Domestic Taxes, Parker Hannifin, Cleveland, OH

Silvia Aguirre, President, Tax Technology Services, Raleigh, NC

Joseph Geiger, consultant, Vertex Inc., Berwyn, PA

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TELECONFERENCE CD