Content Provider
Surprep
Middle profitstance200122
Free cpe webinars
5 Key Components of a Successful Scan-And-Populate Process for CPA Firms

5 KEY COMPONENTS OF A SUCCESSFUL SCAN-AND-POPULATE PROCESS FOR CPA FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 18, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

1040 scan-and-populate solutions drive meaningful savings to the bottom line but careful consideration is required to maximize ROI. In this session, attendees will learn about the 5 most important components of a successful and productive scan-and-populate process.

Course Objectives:


  • View an integrated, mobile solution to request and receive client documents, organizer questions, and e-signatures

  • Observe comprehensive source document coverage to maximize automation and reduce data entry into tax software

  • View patent-pending technology that reduces human verification requirements and an optional verification service

  • Discover a bespoke tax workpaper system to minimize review time

  • Observe seamless tax return delivery and invoicing to improve client service


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

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Surprep

David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Prior to 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. Prior to 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

Surprep
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.