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Digital Transformation: Reduce Friction & Deliver Modern 1040 Client Experience
Taxes

DIGITAL TRANSFORMATION: REDUCE FRICTION & DELIVER MODERN 1040 CLIENT EXPERIENCE

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 24, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Robotic Process Automation, mobile apps, dashboards, and next-generation scan and populate technologies reduce friction and streamlining workflows like never before.

In this session, attendees will learn how firms who embrace these new technologies will:

Learning Objectives:


  • Identify how to enable work from home for all staff, including admin

  • Determine how to reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions

  • Determine how to eliminate data entry into tax software

  • Recall how to drive increased profitability

  • Identify how to delight your 1040 clients

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

David Wyle, CPA

SurePrep
President and CEO
dwyle@sureprep.com

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David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Before founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry-leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Before founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.

About Our Presenter

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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.