Content Provider
Surprep

Blankbox
Self-Study CPE
§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS
View Details/Register
CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
View Details/Register
FEDERAL TAX UPDATE: TOP DEVELOPMENTS OF 2015-2016
View Details/Register
APPEALS, PENALTIES, AND INTEREST ABATEMENT
View Details/Register
AVOID TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, P & L - PART II
View Details/Register
CONSTRUCTION INDUSTRY TAX ISSUES
View Details/Register
CANCELLATION OF DEBT INCOME
View Details/Register
IRS EXAMINATION SELECTION PROCESS
View Details/Register
PREPARING IRS LETTER RULINGS
View Details/Register
AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
View Details/Register
Usetechnology sureprep

HOW TO USE TECHNOLOGY TO CREATE AN EXPERIENCE FOR YOUR 1040 CLIENTS

Available Date(s) Friday, December 29, 2017

Start Time
12:00PM EST

Cost Free   CPE Credits 1.0 hour   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

As business owners, we all want to create an excellent experience for our clients. Today’s technology provides that ability. In this session, we will discuss how leaders in the banking, restaurant and hotel industries use technology to create an excellent client experience. We will demonstrate how CPA firms can use the latest SaaS and mobile technologies to improve the 1040 client experience while driving increased profitability for the firm.

Learn how CPA firms can improve their 1040 client experience by using technology that:

• Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
• Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
• Enables clients to respond to document requests using their PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
• Reduces workload compression by enabling CPAs to process source documents the moment they become available
• Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android)
• Electronically delivers tax returns to taxpayers
• Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax

Learning Objectives

  • Learn how the banking, restaurant and hotel industries use technology to create an excellent client experience.

  • Evaluate the 1040 client experience most firms create with their current processes.

Testimonials

"Great webinar."

"You will want to offer the use of Tax Caddy to all your clients based on this short, but effective presentation."

"Great info"

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.nasbaregistry.org.

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

About Our Presenter

Surprep
Founded in 2002 by a CPA, SurePrep’s tax document automation solutions and onshore and offshore outsourcing options are used by more than 17,000 practitioners including nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. With SurePrep’s solutions, tax and accounting firms can increase profitability through automation, standardization and streamlined workflow. SurePrep’s products and services have been used in the preparation of more than 1,375,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession. SurePrep’s technology is covered by numerous United States Patents, including United States Patent Numbers 7,454,371; 7,610,227; 7,636,886; 7,720,616; 7,769,646; 7,853,494; and 8,321,311.