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Self-Study CPE
UNDERSTANDING SCHEDULE C AUDITS
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FRAUD ANALYTICS
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AGILE AUDITING
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Free cpe webinars
The Future of Audit w/ The Inventor of ePace! (Now CCH ProSystem fx Engagement)

THE FUTURE OF AUDIT W/ THE INVENTOR OF EPACE! (NOW CCH PROSYSTEM FX ENGAGEMENT)

Available Date(s)
Monday, May 06, 2024: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Auditing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In 2001, CCH acquired ePace! and rebranded it to CCH ProSystem fx® Engagement. In 2023, the inventor of ePace! joined Thomson Reuters to revolutionize the audit profession once again with the Thomson Reuters® Cloud Audit Suite. Join David Wyle as he compares leading audit tools available today and discusses the past, present, and future of audit technology. How has audit technology evolved over time? Why is this the moment to move to the cloud? How will AI change everything starting in 2024? Join us to get answers to these questions and more.   

Learning Objectives:


  • Describe how audit engagement software has evolved over time and what the future holds

  • Recognize how artificial intelligence will impact audit software in the next 1 to 2 years

  • Evaluate how cloud-based audit software eliminates manual tasks, such as checking workpapers in and out, syncing binders, and updating software

  • List the benefits of integrating audit content and methodology with your audit engagement software, such as automated content customization, updates, and enhanced sign-off security

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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.

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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.