Traditional 1040 organizers, manual data entry into tax software, and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms use artificial intelligence, mobile apps, paperless workpapers, and scan-and-populate solutions to streamline processes. In this software demonstration, we’ll show a completely digital, end-to-end 1040 tax return solution. You’ll see how it lowers costs, increases efficiency, and improves the client experience.
Attendees will learn how the SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Watch the entire tax workflow review to see what improvements your firm can make to your 1040 process!
Vice President of Sales
(800) 805-8582 x3
Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.
He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.