The 2023 state of artificial intelligence in tax preparation
2023 Webinar

The 2023 state of artificial intelligence in tax preparation

Artificial intelligence (AI) is rapidly transforming knowledge work, and public accounting is no exception. Every year, SurePrep releases a webinar on the cutting-edge advancements in tax preparation AI. Learn what technological leaps have happened since last year and which are on the horizon.

CPE credit is available for live CPAacademy sessions only.

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Your 1040 clients want a mobile app. Are you delivering?
2023 Webinar

Your 1040 clients want a mobile app. Are you delivering?

Solutions in Focus: TaxCaddy

Are clients emailing you blurry photos of tax documents? Banks let clients photo-scan checks with their smartphones. It’s time tax professionals offered the same convenience. Learn how you can offer taxpayers an all-in-one 1040 platform for e-signatures, invoicing, photo-scanning, and more.

CPE credit is available for live CPAacademy sessions only.

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Recruit & retain top talent with an automated 1040 workflow
2023 Webinar

Recruit & retain top talent with an automated 1040 workflow

How do tax and accounting firms leverage technology to stay competitive in today’s talent market? Many successful firms have bolstered recruitment and retention (R&R) by using technology to improve work-life balance, offer remote options, and eliminate manual work.

CPE credit is available for live CPAacademy sessions only.

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Staffing pains in the tax and accounting industry

Staffing pains in the tax and accounting industry

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder

Companies nationwide have voiced concerns about their ability to attract and retain qualified employees in recent years. Trendy terms like “The Great Resignation” and “The Great Reshuffle” get used frequently, but few sectors have felt their impact like the tax and accounting industry.

“It’s perceived as a stable profession when times are tough; we saw that after the financial crisis. When the economy improves, people quickly forget and go for the ‘cooler’ degrees like technology, social sciences, and communications. The challenge is how to make accounting sexy beyond its stability.”

–Brandi Britton, Executive Director for Accounting and Finance, Robert Half International, CFO, November 2022

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