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Free cpe webinars
The End-to-End Digital 1040 Tax Return: Demonstration


SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax CS. 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 DateDecember 5, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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!

Learning Objectives:

  • Identify how to request and receive digital documents and e-signatures from 1040 clients

  • Outline how to send digital documents through optical character recognition to eliminate data entry

  • Recognize how to prepare and review digital workpapers

  • Evaluate delivering tax returns electronically

  • Define invoicing and receiving electronic payment

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Pete Miele

Vice President of Sales
(800) 805-8582 x3

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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.

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