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The 2023 State of Artificial Intelligence in Tax Preparation


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)
Tuesday, June 27, 2023: 1:00PM EDT
Wednesday, August 02, 2023: 1:00PM EDT
Wednesday, September 06, 2023: 1:00PM EDT
Monday, October 09, 2023: 1:00PM EDT
Tuesday, November 14, 2023: 1:00PM EST
Monday, December 18, 2023: 1:00PM EST

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

Artificial intelligence (AI) rapidly transforms knowledge work, and public accounting is no exception. Join us for this webinar on cutting-edge advancements in how AI is affecting tax preparation. Learn what technological leaps have happened since last year and which are on the horizon. 
Learning Objectives:

  • Determine how tax preparation AI has evolved in the past year 

  • Recognize what AI will replace—and what it won’t 

  • Summarize the functionalities that comprise AI, such as machine learning, machine vision, and natural language processing 

  • Identify which parts of the 1040 workflow can already be enhanced (or automated) by AI 

  • Recall which parts of the 1040 workflow will be enhanced or automated by AI in the near future 


Alex Sadovsky

Vice President of Artificial Intelligence
(800) 805-8582 x3

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Alex Sadovsky is the Vice President of Artificial Intelligence for SurePrep, LLC and is responsible for leading data-driven decision-making via machine learning innovations. Prior to joining SurePrep, he owned the creation and production of scalable AI solutions in the marketing-tech landscape at Datalogix/Oracle and ran the data science product organization at Alteryx. Alex holds a BS degree in Computer Science from the University of Michigan, a Ph.D. in Computational Neuroscience from the University of Chicago. He brings years of advanced analytics problem-solving to his role.

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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