CPAacademy.org | RECRUIT & RETAIN TOP TALENT WITH AN AUTOMATED 1040

Content Provider

Recruit & Retain Top Talent With an Automated 1040 Workflow

Personnel/Human Resources

RECRUIT & RETAIN TOP TALENT WITH AN AUTOMATED 1040 WORKFLOW

SurePrep's solutions are only integrated with CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.

Available Date(s)

Wednesday, December 06, 2023: 2:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Personnel/Human Resources

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

How do tax and accounting firms leverage technology to stay competitive in today’s talent market? Many successful firms have bolstered recruitment and retention (R&R) by using technology to improve work-life balance, offer remote options, and eliminate manual work.

Learning Objectives:

Identify background about industry staffing shortages

Recognize how eliminating manual work improves R&R

Evaluate how remote infrastructure improves R&R

Give examples of how reducing workload with technology improves work/life balance and (ultimately) improves R&R

Greg Pope

SurePrep
Vice President of Marketing
greg.pope@thomsonreuters.com
(949) 863-2500

Greg Pope is the Vice President of Marketing for SurePrep, LLC and directs the planning, design, and implementation of all customer-facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing, and communications reflect the company’s message, positioning, and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has more than twenty years of sales and marketing experience in the tax and accounting industry.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

NASBA Approved

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About Our Presenter

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.