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

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

Available Date(s)
Thursday, November 14, 2019: 2:00PM EST
Wednesday, December 18, 2019: 2:00PM EST

CostFREE  CPE Credits1.0 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      

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

Available Date(s)
Tuesday, November 19, 2019: 2:00PM EST

CostFREE  CPE Credits1.0 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      

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

Available Date(s)
Thursday, November 21, 2019: 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, Other      

1040 SCAN (VERIFY) AND POPULATE

Available Date(s)
Monday, November 25, 2019: 12:00PM EST

CostFREE  CPE Credits1.0 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      

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

Available Date(s)
Thursday, December 05, 2019: 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, Other      

Archived Webinars Offered

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    

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

Date RecordedOctober 23, 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    

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

Date RecordedOctober 7, 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 RecordedSeptember 25, 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