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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
SurePrep
Vice President of Marketing
gpope@sureprep.com
(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
SurePrep
Vice President of Artificial Intelligence
alex.sadovsky@sureprep.com
(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.
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