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1040productivity sureprep


Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 23, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

View this informative 80-minute webinar where we discuss how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution.

Following the TaxCaddy demonstration we will speak with Jim Boomer, who used TaxCaddy with his CPA firm last tax season. We will talk to Jim about his experience from the taxpayer perspective.

Learning Objectives

  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs and mobile devices including a mobile phone app (iOS and Android).

  • Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s.

  • Enables clients to respond to document requests using their PCs and mobile devices including a mobile phone app (iOS and Android).

  • Reduces workload compression by enabling CPAs to process source documents the moment they become available.

  • Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android).

  • Electronically delivers tax returns to taxpayers.

Not logged

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.


Jim Boomer, CPA

Boomer Consulting, Inc.
CIO & Shareholder
(785) 537-2358 ext. 112


Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.

About Our Presenter

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