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Free cpe webinars
Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow


SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Available Date(s)
Tuesday, October 12, 2021: 2:00PM EDT
Wednesday, November 03, 2021: 2:00PM EDT
Monday, November 22, 2021: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers.

In this session, we’ll discuss how to use Net Promoter Score and customer satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress.

Learning Objectives:

  • Recall how to automatically retrieve tax documents the day they’re issued from banks, brokerages, and payroll service providers

  • Identify how to allow clients to photoscan paper documents with a mobile app and deliver them to you securely (no more emailed photographs!)

  • Determine how to provide secure, centralized messaging for easy collaboration

  • Determine the best way to utilize e-signatures, tax return delivery, and mobile payments


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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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