In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well document workpapers so review efficiency suffers.
SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar. Learn how leading edge firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model.
All webinar attendees will receive our latest informative whitepaper titled The Fundamentals of Paperless Tax Workpapers.
The relationship between 1040 tax workpapers and leverage
How many firms lose leverage when going “paperless”
How to return to professional service fundamentals a) Standardized workpaper indexes b) Standardized tickmarks c) Cross referencing d) Leadsheets and workpapers
Standardized workpaper indexes
How SPbinder facilitates a highly efficient review
Q&A
SurePrep
President and CEO
dwyle@sureprep.com
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.