CPA - medium firm
Other
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
SurePrep
Vice President of Sales
pete.miele@sureprep.com
(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.
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