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Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW

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 DateSeptember 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers.

In this session, we’ll discuss how to use Net Promoter Score and customer satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress.

Learning Objectives:


  • Recall how to automatically retrieve tax documents the day they’re issued from banks, brokerages, and payroll service providers

  • Identify how to allow clients to photoscan paper documents with a mobile app and deliver them to you securely (no more emailed photographs!)

  • Determine how to provide secure, centralized messaging for easy collaboration

  • Determine the best way to utilize e-signatures, tax return delivery, and mobile payments

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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.