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The End-to-End Digital 1040 Tax Return: Demonstration


SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax CS. This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Available Date(s)
Monday, July 11, 2022: 2:00PM EDT
Friday, August 05, 2022: 2:00PM EDT
Tuesday, August 23, 2022: 2:00PM EDT

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

Traditional 1040 organizers, manual data entry into tax software, and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms use Artificial Intelligence, mobile apps, paperless workpapers, and scan-and-populate to streamline processes. In this software demonstration, we’ll show a completely digital, end-to-end 1040 tax return solution. You’ll see how it lowers costs, increases efficiency, and improves the client experience.

Learning Objectives:

  • Identify how to request and receive digital documents and e-signatures from 1040 clients

  • Outline how to send digital documents through Optical Character Recognition to eliminate data entry

  • Recognize how to prepare and review digital workpapers

  • Evaluate delivering tax returns electronically

  • Define invoicing and receiving electronic payment

Attendees will learn how the SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Watch the entire tax workflow review to see what improvements your firm can make to your 1040 process!


Pete Miele

Vice President of Sales
(800) 805-8582 x3


Results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. Proven achievements in providing consulting services, recommending software solutions, as well as the identification of outsourcing opportunities. Repeated success in marketing and sales strategy development and implementation.

Assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service. Leverages strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. Exceptional record of migrating initial engagements to business relationships.

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