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Surprep

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Self-Study CPE
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1040productivity sureprep

1040 PRODUCTIVITY SOLUTION DEMO: TAXCADDY - FEATURING JIM BOOMER

Cost Free   CPE Credits 1.5 hours   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

View this informative 80-minute webinar where we discuss how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution.

Following the TaxCaddy demonstration we will speak with Jim Boomer, who used TaxCaddy with his CPA firm last tax season. We will talk to Jim about his experience from the taxpayer perspective.

Learning Objectives

  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs 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 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.

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.

Linkedin

Jim Boomer, CPA

Boomer Consulting, Inc.
CIO & Shareholder
jim.boomer@boomer.com
(785) 537-2358 ext. 112

Boomer2

Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.

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

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Surprep
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 www.sureprep.com.