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Your 1040 Clients Want a Mobile App. Are You Delivering? 


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

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Available Date(s)
Wednesday, June 21, 2023: 2:00PM EDT
Tuesday, July 25, 2023: 2:00PM EDT
Tuesday, August 29, 2023: 2:00PM EDT
Tuesday, October 03, 2023: 2:00PM EDT
Tuesday, November 07, 2023: 2:00PM EST
Monday, December 11, 2023: 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

Are clients emailing you blurry photos of tax documents? Banks let clients photo-scan checks with their smartphones and it’s time tax professionals offered the same convenience.

In this webinar, you'll learn how to provide taxpayers with an all-in-one 1040 platform for e-signatures, invoicing, photo-scanning, and more. 
Learning Objectives: 

  • Evaluate an end-to-end demonstration of the mobile taxpayer platform 

  • Distinguish between a portal and a platform 

  • Identify how digital document gathering works, including auto-retrieval and photo-scanning 

  • Recognize how to customize app options like brand colors, firm logo, and invoice payment options 

  • Determine how digital return delivery works, including IRS-authorized KBA e-signatures 

  • Give examples of 1040 mobile apps in the financial services landscape

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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.

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  • 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.
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NASBA Approved (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: 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