Content Provider

Free cpe webinars
Automation & Public Accounting: Tax Preparation Evolving Through AI


Available Date(s)
Tuesday, August 23, 2022: 3:00PM EDT
Wednesday, September 14, 2022: 3:00PM EDT
Thursday, October 13, 2022: 3:00PM EDT
Monday, November 07, 2022: 3:00PM EST
Tuesday, December 06, 2022: 3:00PM EST

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

Artificial intelligence (AI) is transforming the tax and accounting industry at a rapid pace. This emerging technology reduces or eliminates the redundant, manual, transactional work required to prepare 1040 tax returns.

Learning Objectives: 

  • Identify how improved scanning technology is expanding the universe of documents that can be auto-recognized and auto-processed for tax preparation

  • Outline how AI algorithms can check the correctness of values with a precision that rivals or beats human verification

  • Determine how AI initiatives can be cautiously adopted to embrace a “do no harm” philosophy to minimize disruption in the accounting process

  • Summarize how continuous feedback systems allow software to learn throughout the tax season to adapt to new forms, tax code changes, and taxpayer specific situations


Greg Pope

Vice President of Marketing
(949) 863-2500


Greg Pope is the Vice President of Marketing for SurePrep, LLC and directs the planning, design, and implementation of all customer-facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing, and communications reflect the company’s message, positioning, and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has more than twenty years of sales and marketing experience in the tax and accounting industry.


Alex Sadovsky

Vice President of Artificial Intelligence
(800) 805-8582 x3


Alex Sadovsky is the Vice President of Artificial Intelligence for SurePrep, LLC and is responsible for leading data-driven decision-making via machine learning innovations. Prior to joining SurePrep, he owned the creation and production of scalable AI solutions in the marketing-tech landscape at Datalogix/Oracle and ran the data science product organization at Alteryx. Alex holds a BS degree in Computer Science from the University of Michigan, a Ph.D. in Computational Neuroscience from the University of Chicago. He brings years of advanced analytics problem-solving to his role.

Additional Materials
Webinar Technical FAQs
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