Content Provider
Surprep

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Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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TECH STACK IMPLEMENTATION - FOR REAL!
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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

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

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

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.