The integrated combination of TaxCaddy and SafeSendReturns provides the most streamlined 1040 process in the tax and accounting industry. Learn how in this informative webinar. For decades, accounting firms have been sending paper engagement letters and using paper organizers to collect data and paper documents from taxpayers. Once the tax return was prepared, paper copies were snail-mailed to clients. These paper-based processes are costly, outdated and inefficient. In this webinar, we will show how today’s forward-thinking firms are using the integrated combination of TaxCaddy and SafeSendReturns to dramatically streamline their 1040 processes and improve client service. TaxCaddy – Eliminate the paper organizer with this automated, mobile 1040 solution (CPA Practice Advisor 2017 Technology Innovation Award Finalist) presented by David Wyle, SurePrep CEO SafeSend Returns - The complete electronic tax return assembly and delivery system (CPA Practice Advisor 2017 Technology Innovation Award Winner) presented by Andrew Hatfield, cPaperless Co-Founder - This session will be recorded. All registrants will receive a link to the recording.
SurePrep’s solutions integrate with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax only.
David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Before 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. Before 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.
Mr. Dusablon is a Co-Founder, President, and CEO of cPaperless, LLC. Mr. Dusablon drives the company's innovation and product development. Under his leadership, the company has successfully released its latest product, SafeSend Returns, which is considered one of the most innovative products to be released to the tax and accounting industry in the past few decades. It is the only product ever to win back-to-back Innovation Awards from CPA Practice Advisor. Mr. Dusablon is considered the industry thought leader on E-signatures and has spoken at over a dozen conferences, including the AICPA's Digital CPA and Tech conferences. Steve worked at Coopers & Lybrand and was a Certified Public Accountant who earned a bachelor's degree in accounting from the University of Southern California in 1990.
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