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Automation & Public Accounting: Tax Preparation Evolving Through AI


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Artificial intelligence (AI) is transforming the tax and accounting industry at a rapid pace. This emerging technology reduces or eliminates the redundant, manual, transactional work required to prepare 1040 tax returns.

Learning Objectives: 

  • Identify how improved scanning technology is expanding the universe of documents that can be auto-recognized and auto-processed for tax preparation

  • Outline how AI algorithms can check the correctness of values with a precision that rivals or beats human verification

  • Determine how AI initiatives can be cautiously adopted to embrace a “do no harm” philosophy to minimize disruption in the accounting process

  • Summarize how continuous feedback systems allow software to learn throughout the tax season to adapt to new forms, tax code changes, and taxpayer specific situations

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Greg Pope

Vice President of Marketing
(949) 863-2500

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Greg Pope is the Vice President of Marketing for SurePrep, LLC and directs the planning, design, and implementation of all customer-facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing, and communications reflect the company’s message, positioning, and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has more than twenty years of sales and marketing experience in the tax and accounting industry.


Alex Sadovsky

Vice President of Artificial Intelligence
(800) 805-8582 x3

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Alex Sadovsky is the Vice President of Artificial Intelligence for SurePrep, LLC and is responsible for leading data-driven decision-making via machine learning innovations. Prior to joining SurePrep, he owned the creation and production of scalable AI solutions in the marketing-tech landscape at Datalogix/Oracle and ran the data science product organization at Alteryx. Alex holds a BS degree in Computer Science from the University of Michigan, a Ph.D. in Computational Neuroscience from the University of Chicago. He brings years of advanced analytics problem-solving to his role.

About Our Presenter

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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