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Self-Study CPE
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1040productivity sureprep


Cost Free   CPE Credits 1.5 hours   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
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.


"Excellent Presentation, learned a lot, provided one of the best webinars that I have attended!!!"

"I liked the clear narrative and demo of the process of using TaxCaddy on both the desktop and smartphone platforms from both the client's and Tax Pro's perspective."

"Must get with the digital age."


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.


Jim Boomer, CPA

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


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 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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.