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TAXATION AND MAJOR IMMIGRATION ISSUES OF RESIDENT AND NONRESIDENT ALIENS
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Usetechnology sureprep

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

Available Date(s) Wednesday, September 13, 2017
Wednesday, October 18, 2017

Start Time
12:00PM EDT

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."

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