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Free cpe webinars
Alleviating Staffing Concerns by Leveraging Automation with Outsourcing

ALLEVIATING STAFFING CONCERNS BY LEVERAGING AUTOMATION WITH OUTSOURCING

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

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The tight labor market is showing its impact on firms across the nation. In response, many firms are leveraging 1040 automation to reduce or eliminate data entry into tax software.

This webinar will show attendees how to use robotic process automation to retrieve client documents, reduce optical character recognition verification, and reduce staffing needs at a fraction of the cost of full preparation outsourcing.

Learning objectives:


  • Recognize the use of robotic process automation to retrieve client source documents the day they are issued

  • Identify patented technology to reduce optical character recognition verification

  • Recall SurePrep’s unique verification outsourcing service

  • List ways to reduce staffing needs for a fraction of the cost of full preparation outsourcing

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Pete Miele

SurePrep
Vice President of Sales
pete.miele@sureprep.com
(800) 805-8582 x3

Surprep

Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.

He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.

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.