Haunted by the inefficiencies of tax seasons past? What if you had access to your clients’ source documents the day they were issued from more than 300 banks, brokerages and payroll service providers? And what if the data exported directly to your existing tax software?
In this informative webinar you will learn how the combination of TaxCaddy, 1040SCAN and SPbinder is the most productive 1040 tax automation solution on the market.
Attend this webinar to learn how to harness the power of automation to increase 1040 profitability, boost client satisfaction and reduce tax season stress.
SurePrep’s solutions only integrate with CCH Axcess Tax, CCH ProSystem fx Tax, CCH Global fx Tax, GoSystem, Lacerte and UltraTax.
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.