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HOW TO USE TECHNOLOGY TO CREATE AN EXPERIENCE FOR YOUR 1040 CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 29, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

As business owners, we all want to create an excellent experience for our clients. Today’s technology provides that ability. In this session, we will discuss how leaders in the banking, restaurant and hotel industries use technology to create an excellent client experience. We will demonstrate how CPA firms can use the latest SaaS and mobile technologies to improve the 1040 client experience while driving increased profitability for the firm.

Learn how CPA firms can improve their 1040 client experience by using technology that:

• Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs/Macs 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/Macs 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
• Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax

Learning Objectives

  • Learn how the banking, restaurant and hotel industries use technology to create an excellent client experience.

  • Evaluate the 1040 client experience most firms create with their current processes.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

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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 www.sureprep.com.