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Surprep
Free cpe webinars
An Analysis of Firms Using Technology to Increase 1040 Tax Prep Profitability

AN ANALYSIS OF FIRMS USING TECHNOLOGY TO INCREASE 1040 TAX PREP PROFITABILITY

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

For years, companies have used technology to increase efficiency and profitability. In today’s recessionary environment, margin optimization is a top priority of leading CPA firms, and newly patented scan and populate technology deliver meaningful savings to the bottom line.

In this session, we’ll look at statistical data to prove how technology-driven firms reduce costs and increase margins in their 1040 tax practices. We’ll demonstrate some of the ways you can use technology to drive savings to your CPA firm’s bottom line.

Learning Objectives:


  • Identify how to eliminate human verification for native PDFs

  • Determine how to cut review time in half so those hours can be spent on high-value services

  • Determine onshore and offshore resources to reduce costs

  • Identify ways to automate and stream 1040 client collaboration

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Surprep

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.

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.