Webinars | SurePrep Professional Tax Automation Software

Webinars

Introducing TaxCaddy – Demonstration and Q&A with Jim and Gary Boomer

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

In this informative 75-minute webinar where we discussed how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution.

TaxCaddy:

  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs and mobile devices including a mobile phone app (iOS and Android)
  • Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
  • Enables clients to respond to document requests using their PCs and mobile devices including a mobile phone app (iOS and Android)
  • Reduces workload compression by enabling CPAs to process source documents the moment they become available
  • Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android)
  • Electronically delivers tax returns to taxpayers
  • Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax

Following the TaxCaddy demonstration we spoke with Gary and Jim Boomer, who used TaxCaddy with their CPAs last tax season. We talked to Gary and Jim about their experiences from the taxpayer perspective.

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Introducing the SurePrep Tax Process

SurePrep automates and streamlines the entire 1040 process for both the taxpayer and CPA.
Learn how in this informative, live webinar.

The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. The questionnaire is completed by your clients from any connected device. Documents like engagement letters are e-signed. Your clients can use the TaxCaddy app for iPhone and Android to photo-scan paper documents and upload them as soon as they are received. More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Since the documents are available to you immediately, you can start the return sooner than ever before.

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from three times as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

Register for this free, informative webinar to learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while dramatically improving client service.

 

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Introducing TaxCaddy

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

View this informative 60-minute webinar where we discuss how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Introducing TaxCaddy, SurePrep’s next-generation 1040 productivity solution.

TaxCaddy:

  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
  • Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
  • Enables clients to respond to document requests using their PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
  • Reduces workload compression by enabling CPAs to process source documents the moment they become available
  • Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android)
  • Electronically delivers tax returns to taxpayers
  • Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax
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Zero-Touch 1040 Workflow

Would your 1040 tax practice benefit if your preparers started their work with 75% of the data entry already completed? Would you like to eliminate the printing, assembly and mailing of tax organizers? If you’re using a scan-and-populate software like ProSystem fx Scan with Autoflow would you benefit from eliminating the need to scan, sort, upload and verify source documents like W-2s, 1099s and 1098s?

Using SurePrep’s “Zero-Touch” 1040 workflow:

  • Your administrative staff delivers to your clients an automated document request list and questionnaire.
  • Your clients e-sign things like engagement letters, consents and e-file authorizations.
  • Your clients easily gather and deliver their source documents to you electronically.
  • SurePrep verifies all standard document data (SurePrep recognizes more documents and data than any competitor)
    • 5x the consolidated 1099s compared with Pfx Scan or other competitors.
    • Detailed data from consolidated 1099s such as margin interest, foreign income, investment fees, etc., not just the summary 1099 data like Pfx Scan
    • Data from 21 state K-1s and 42 grantor letters compared to zero from Pfx Scan
    • Your preparers begin their work by simply exporting to your tax software (approximately 75% of their data entry work already completed!)
  • Integrated with CCH Axcess Tax, CCH Global fx Tax and CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax
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Lacerte Tax Scan and Import vs. 1040SCAN Competitive Analysis

Tax document automation saves time but all solutions are NOT created equal. If you’re using Lacerte for tax prep and you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season, this webinar is for you. We show how Lacerte Tax Scan and Import and 1040SCAN compare in terms of:

  • Source document coverage
  • Efficiency, accuracy and automation
  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
  • Additional services like 1040SCANverify and full preparation outsourcing
  • Total cost of ownership
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Keys to Success for Tax Automation and Outsourcing

Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures are forcing firms to figure out how to get more productivity out of their existing staff while not burning staff out and while still maintaining a high level of staff engagement. Yet some firms have been showing strong growth and even increased work-life balance.

We interviewed a variety of these firms to see if we could identify the secret to their success. View this webinar to learn how these firms are bucking the general trends and achieving growth and increased profitability.

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GruntWorx vs. 1040SCAN Competitive Analysis

Tax document automation saves time but all solutions are NOT created equal. If you’re using GruntWorx to automate your 1040 tax practice, or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season, this webinar is for you. We show how GruntWorx and 1040SCAN compare in terms of:

  • Source document coverage
  • Efficiency, accuracy and automation
  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
  • Additional services like 1040SCANverify and full preparation outsourcing
  • Total cost of ownership
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UltraTax Source Document Processing vs 1040SCAN Competitive Analysis

Tax document automation saves time but all solutions are NOT created equal. If you’re using UltraTax for tax prep and UltraTax Source Document Processing or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options, this webinar is for you. We show how UltraTax Source Document Processing and 1040SCAN compare in terms of:

  • Source document coverage
  • Efficiency, accuracy and automation
  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
  • Additional services like 1040SCANverify and full preparation outsourcing
  • Total cost of ownership
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ProSystem fx Scan vs 1040SCAN Competitive Analysis

Tax document automation saves time but all solutions are NOT created equal. If you’re using ProSystem fx Tax for tax prep and/or ProSystem fx Scan or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options, this webinar is for you. We show how ProSytem fx Scan and 1040SCAN compare in terms of:

  • Source document coverage
  • Efficiency, accuracy and automation
  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
  • Additional services like 1040SCANverify and full preparation outsourcing
  • Total cost of ownership
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How Do Firms Use Outsource To Relieve Tax Season Workload Compression

1040 tax season is shorter and busier than it’s been in nearly a decade and many firms are having difficulty finding and retaining qualified tax professionals. In this 60 minute roundtable discussion webinar we speak with firms who are outsourcing as a way to address this increased workload compression. We address the following questions:

  • What verbiage do you put in a 7216 consent letter and when do you send it?
  • How often do you need to request consent?
  • How do clients react to the consent letter?
  • How do you handle clients that have questions or even react negatively to the 7216 consent letter?
  • How do you process returns for which you don’t get 7216 consent?
  • How has the use of offshore outsourcing impacted your staffing, leverage and profitability model?
  • What do you need to do to make offshore outsourcing successful?
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Increase Your 1040 Leverage and Profitability by Improving Reviewer Efficiency

In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well documented workpapers so review efficiency suffers.

SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar. Learn how highly efficient firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model. We’re going back to the future.

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