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Surepreptaxprocess_sureprep

INTRODUCING THE SUREPREP TAX PROCESS

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Integrates withUltraTax, Lacerte, CCH Axcess Tax, CCH ProSystem fx Tax, CCH Global fx Tax, GoSystem Tax RS 
Course Description

The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. The questionnaire is completed by your clients from any connected device. Documents like engagement letters are e-signed. Your clients can use the TaxCaddy app for iPhone and Android to photo-scan paper documents and upload them as soon as they are received. More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Since the documents are available to you immediately, you can start the return sooner than ever before.

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from three times as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

Register for this free, informative webinar to learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while dramatically improving client service.

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.

Handout Materials
Presentation Slides
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

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211