Content Provider
Surprep

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Self-Study CPE
WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
Alleviating Staffing Concerns by Leveraging Automation with Outsourcing

ALLEVIATING STAFFING CONCERNS BY LEVERAGING AUTOMATION WITH OUTSOURCING

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

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Available Date(s)
Thursday, October 20, 2022: 2:00PM EDT
Wednesday, November 09, 2022: 2:00PM EST
Thursday, December 01, 2022: 2:00PM EST

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

The tight labor market is showing its impact on firms across the nation. In response, many firms are leveraging 1040 automation to reduce or eliminate data entry into tax software.

This webinar will show attendees how to use robotic process automation to retrieve client documents, reduce optical character recognition verification, and reduce staffing needs at a fraction of the cost of full preparation outsourcing.

Learning objectives:


  • Recognize the use of robotic process automation to retrieve client source documents the day they are issued

  • Identify patented technology to reduce optical character recognition verification

  • Recall SurePrep’s unique verification outsourcing service

  • List ways to reduce staffing needs for a fraction of the cost of full preparation outsourcing

Linkedin

Pete Miele

SurePrep
Vice President of Sales
pete.miele@sureprep.com
(800) 805-8582 x3

Surprep

Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.

He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.

Additional Materials
Webinar Technical FAQs
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.
Handout Materials
Presentation Slides
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.