Content Provider
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Non cpe webinar
Grow Your CPA Firm and Reduce Tax Season Workload Compression With Outsourced Services

GROW YOUR CPA FIRM & REDUCE TAX SEASON WORKLOAD COMPRESSION: OUTSOURCED SERVICES

This 30-minute webinar does NOT qualify for CPE.
Cost Free
CPE Credits 0.5 hours
Subject Area 0.5 - Demo - Not for CPE
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

New research by the AICPA found that “finding qualified staff” was the No. 1 issue for every firm size category except sole practitioners. If your firm is like most, you struggle with staffing issues and damaged morale during the long, grueling hours of tax season.

Thankfully, SurePrep can help. In this session, you’ll learn how SurePrep’s 1040 and 1041 full preparation outsourcing service, 990, 1065, 1120 and 1120S business return outsourcing, and unique 1040SCANverify solutions allow you to dramatically reduce tax season workload compression and grow your practice despite staffing concerns.

Agenda: 


  • SurePrep Company Overview

  • Outsource Strategy

  • Outsource Overview

  • Full preparation versus 1040SCANverify

  • 7216 Consent FAQ

  • Q&A


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

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David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Before 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. Before 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, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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

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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.