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Surprep

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CCH Axcess Client Collaboration vs. TaxCaddy: An Analysis for Public Accountants

CCH AXCESS CLIENT COLLABORATION VS. TAXCADDY: AN ANALYSIS FOR PUBLIC ACCOUNTANTS

SurePrep’s solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Available Date(s)
Wednesday, October 13, 2021: 2:00PM EDT
Wednesday, November 10, 2021: 2:00PM EST
Thursday, December 02, 2021: 2:00PM EST

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

A 1040 client collaboration system streamlines processes and improves the client experience, but all systems are not created equal. If you plan to evaluate your 1040 client collaboration options for the next tax season, this competitive analysis webinar will provide valuable information so you can make an informed decision.

Learning Objectives: 


  • Determine how CCH Axcess Client Collaboration and TaxCaddy compare 

  • Recommend mobile apps that provide a modern client experience 

  • Evaluate fillable PDF support 

  • Outline delivery of tax returns, vouchers, and e-file authorizations 

  • Give examples of custom branding to match your firm’s style 

  • Evaluate product maturity

Surprep

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

NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Surprep
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.