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The End-To-End, Digital 1040 Tax Return for CPA Firms: SurePrep Demo
Includes Software Demo
Taxes

THE END-TO-END, DIGITAL 1040 TAX RETURN FOR CPA FIRMS: SUREPREP DEMO

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax CS. This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 8, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Paper 1040 organizers, manual data entry into tax software and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms are using mobile apps, paperless workpapers and Optical Character Recognition to streamline their processes. In this session, we will demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience.

This live software demonstration will cover the following workflow steps and more:


  • Requesting and receiving digital documents and e-signatures from clients

  • Sending digital documents through Optical Character Recognition to eliminate data entry

  • Preparing and reviewing digital workpapers

  • Delivering tax returns electronically

  • Invoicing and receiving payment



Attendees will learn how The SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.

SurePrep's solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

David Wyle, CPA

Thomson Reuters
General Manager Audit
[email protected]

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Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following Thomson Reuters’ acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow are helping the Tax & Accounting Professionals business continue to grow and expand in the audit space. 

Previously, Dave was CEO of SurePrep, an end-to-end tax automation solution for tax professionals and taxpayers that he founded in 2002. Prior to SurePrep, Dave founded and was CEO of ePace! Software, a leading audit software package that was acquired by CCH in 2001, now called ProSystem fx Engagement. He started his career as a CPA with PwC. 

Dave earned a bachelor’s degree in economics from the University of California at Santa Barbara.

About Our Presenter

Sureprep thomson reuters logo
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.