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Surprep

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Self-Study CPE
EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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HOME OFFICE DEDUCTION
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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EDUCATION TAX BENEFITS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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Free cpe webinars
The End-To-End, Digital 1040 Tax Return for CPA Firms: SurePrep Demo

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

Available Date(s)
Thursday, December 05, 2019: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Paper 1040 organizers, manual data entry into tax software and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms are using mobile apps, paperless workpapers and Optical Character Recognition to streamline their processes. In this session, we will demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience.

This live software demonstration will cover the following workflow steps and more:


  • Requesting and receiving digital documents and e-signatures from clients

  • Sending digital documents through Optical Character Recognition to eliminate data entry

  • Preparing and reviewing digital workpapers

  • Delivering tax returns electronically

  • Invoicing and receiving payment



Attendees will learn how The SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.

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

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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.