Content Provider
Surprep

Comedy middle071020
Self-Study CPE
AREAS OF CONTROVERSY UNDER THE TCJA
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpe webinars
Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

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

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Available Date(s)
Tuesday, July 21, 2020: 2:00PM EDT
Tuesday, August 25, 2020: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers.

In this session, we’ll discuss how to use Net Promoter Score and Customer Satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress by:


  • Automatically retrieving tax documents the day they’re issued from banks, brokerages and payroll service providers

  • Allowing clients to photoscan paper documents with a mobile app and deliver them to you securely. No more emailed photographs.

  • Providing secure, centralized messaging for easy collaboration

  • Enabling e-signatures, tax return delivery, and mobile payments

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.