Author: Boriana Atanassova

Collaborate Remotely with Your 1040 Clients

You’ve taken steps to establish a digital 1040 workflow so your staff can work remotely. But here’s the million dollar question: Do your clients feel you’ve given them the same…

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How to plan a digital 1040 tax transformation?

It’s 2020, and one thing is clear: tax preparation technology has moved beyond paperless. Today, it’s all about digital transformation. At every tax conference, there’s an inspirational speaker with a…

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1040 Workflow to Enable Remote Work with SurePrep

Establishing a 1040 workflow that enabled staff to work from home was not on anyone’s mind at the beginning of this tax season. Now, it’s essential. As lockdown orders continue…

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Seamless tax return delivery and invoicing

You’ve come down to the home stretch—tax return delivery and invoicing for your client’s 1040. Review has just been completed and the return is practically wrapped up on your end….

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SurePrep Issued Two New Patents for Auto-Verification for Native PDFs

IRVINE, Calif., December 3, 2019 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced that the company was granted two new patents for…

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Learning from the digital transformation experience of banks to evolve mobile tax technology

Trust and strong relationships in the banking industry were historically built through face to face interactions with clients. So it’s no surprise that there was a perceived risk of losing…

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SafeSend Returns Announces Support of Thomson Reuters™ GoSystem Tax RS™

Award-Winning Automation System Extends Service to Market Leading Tax Preparation Software. Los Angeles, California, November 18, 2019 – SafeSend Returns, the award-winning automated electronic assembly & delivery system announced support of…

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A bespoke tax workpaper system to minimize review time

A workpaper system that is designed for tax return preparation is one of the 5 Keys to a Successful Scan and Populate Process. Why is it important? Paper-Based Processing As…

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Patented technology that eliminates human verification

When scan and populate software first surfaced in the tax and accounting industry more than fifteen years ago, it was viewed as an innovative, paperless solution to help automate PDF…

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Comprehensive document coverage for 1040 automation

Comprehensive source document coverage increases efficiency and productivity in 1040 scan and populate automation. Technology driven firms looking to increase the efficiency of their 1040 tax return workflow implement a…

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