David Wyle, CPA

SurePrep
President and CEO
dwyle@sureprep.com

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 Us: 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.

Upcoming Live Webinars

WORK REMOTELY, REDUCE COMPRESSION, IMPROVE CLIENT EXPERIENCE WITH A DIGITAL 1040

Available Date(s)
Tuesday, August 11, 2020: 2:00PM EDT
Tuesday, September 08, 2020: 2:00PM EDT
Tuesday, October 06, 2020: 2:00PM EDT
Tuesday, November 03, 2020: 2:00PM EST
Tuesday, December 01, 2020: 2:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax. <br><br> This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants. 

AN ANALYSIS OF FIRMS USING TECHNOLOGY TO INCREASE 1040 TAX PREP PROFITABILITY

Available Date(s)
Tuesday, August 18, 2020: 2:00PM EDT
Tuesday, September 15, 2020: 2:00PM EDT
Tuesday, October 13, 2020: 2:00PM EDT
Tuesday, November 10, 2020: 2:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax. <br><br> This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants. 

DIGITAL TRANSFORMATION REDUCES FRICTION & DELIVERS MODERN 1040 CLIENT EXPERIENCE

Available Date(s)
Tuesday, August 25, 2020: 12:00PM EDT
Tuesday, September 29, 2020: 12:00PM EDT
Tuesday, October 27, 2020: 12:00PM EDT
Tuesday, November 24, 2020: 12:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm     SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax. 

ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW

Available Date(s)
Tuesday, August 25, 2020: 2:00PM EDT
Tuesday, September 22, 2020: 3:00PM EDT
Tuesday, October 20, 2020: 3:00PM EDT
Tuesday, November 17, 2020: 3:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm     SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax. 

Archived Webinars Offered

DIGITAL TRANSFORMATION REDUCES FRICTION & DELIVERS MODERN 1040 CLIENT EXPERIENCE

Date RecordedJuly 28, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW

Date RecordedJuly 21, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

AN ANALYSIS OF FIRMS USING TECHNOLOGY TO INCREASE 1040 TAX PREP PROFITABILITY

Date RecordedJuly 14, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

WORK REMOTELY, REDUCE COMPRESSION, IMPROVE CLIENT EXPERIENCE WITH A DIGITAL 1040

Date RecordedJuly 7, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

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

Date RecordedDecember 18, 2019  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

INCREASE YOUR CPA FIRM'S 1040 PROFITABILITY AND BOOST CLIENT SATISFACTION

Date RecordedNovember 21, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

ANNOUNCING NEXT GENERATION SCAN-AND-POPULATE FOR CPA FIRMS WITH 100% ACCURACY

Date RecordedNovember 19, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner    

THE END-TO-END, DIGITAL 1040 TAX RETURN FOR CPA FIRMS: SUREPREP DEMO

Date RecordedNovember 8, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

INTRODUCING THE SUREPREP TAX PROCESS + CUSTOMER Q&A

Date RecordedNovember 1, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

AWARD WINNING INNOVATIONS IN 1040 TECHNOLOGY

Date RecordedOctober 2, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

PROSYSTEM FX SCAN + MY1040DATA VS 1040SCAN + TAXCADDY COMPETITIVE ANALYSIS

Date RecordedSeptember 25, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

YOUR 1040 CLIENTS WANT MOBILE OPTIONS: ARE YOU DELIVERING?

Date RecordedSeptember 5, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

PATENT-PENDING TECHNOLOGY TO DRAMATICALLY IMPROVE SCAN-AND-POPULATE

Date RecordedJune 12, 2018  CostFREE  Course Length0.0 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

HOW TO USE TECHNOLOGY TO CREATE AN EXPERIENCE FOR YOUR 1040 CLIENTS

Date RecordedDecember 29, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

1040 SCAN (VERIFY) AND POPULATE

Date RecordedNovember 28, 2017  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

1040 PRODUCTIVITY SOLUTION DEMO: TAXCADDY - FEATURING JIM BOOMER

Date RecordedOctober 23, 2017  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

INTRODUCING THE SUREPREP TAX PROCESS

Date RecordedOctober 17, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

1040 PREPARATION AS EASY AS 1, 2, 3

Date RecordedOctober 27, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

LACERTE TAX SCAN AND IMPORT VS. 1040SCAN COMPETITIVE ANALYSIS

Date RecordedAugust 11, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

INCREASE YOUR 1040 LEVERAGE & PROFITABILITY BY IMPROVING REVIEWER EFFICIENCY

Date RecordedJuly 30, 2015  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other