Maximize client adoption of your firm’s 1040 technology initiatives

“Consumers prefer mobile apps over computers” and “90% of consumers prefer to manage their finances all in one place,” according to the Chase Digital Banking Attitudes Study. The popularity of centralized mobile banking suggests that accounting firm clients want a similar experience for their taxes. Here are best practices for onboarding your entire client base—even those resistant to change—to a modern collaboration process.

CPE credit is available for live CPAacademy sessions only.

Overcome the staffing crisis with advanced 1040 automation

Solutions in Focus: TaxCaddy, SPbinder, 1040SCAN, Outsource

How can you create a workplace that top tax professionals actually want to work for? Qualified staff are increasingly difficult to recruit and retain in today’s competitive landscape. This webinar examines what tax professionals want from their employers in 2024 and demonstrates how modern technology can help.

More tax professionals have exited the industry in recent years than entered it. As you might have felt in your own firm, the U.S. is already experiencing an accounting shortage with an expected increase of open positions that will exceed 200,000 in 2024.

Carrie Bellinger, SurePrep, part of Thomson Reuters

CPE credit is available for live CPAacademy sessions only.

2024 innovations in 1040 Artificial Intelligence and Machine Learning 

Solutions in Focus: 1040SCAN, TaxCaddy, SPbinder

SurePrep’s Innovation Team, now part of Thomson Reuters, is leading the charge to expand Artificial Intelligence (AI) and Machine Learning (ML) into the 1040 tax space. See how recent breakthroughs in 1040 automation can help resolve some of the biggest challenges facing the tax and accounting industry today.

SurePrep and [Thomson Reuters] are more committed to innovation than ever and we know that this new relationship will be a huge net benefit for our innovation efforts.

Ryan Whittaker, SurePrep, part of Thomson Reuters

CPE credit is available for live CPAacademy sessions only.

Streamline your 1040 process with a lean tech stack

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder

A 2021 report from Productiv showed that most departments use between 40 to 60 different applications. What if you could reduce the size of your 1040 tech stack and increase productivity? Discover how SurePrep solutions can streamline your 1040 workflow by integrating seamlessly with your tax software, increasing efficiency, and reducing the need for multiple applications. Learn how TaxCaddy simplifies document collection, e-signatures, and questionnaires in one convenient app, while 1040SCAN efficiently populates data into your tax software. Join us to optimize your tax processes and enhance productivity with a lean tech stack tailored to your needs.

There are a lot of firms that adopted too many applications in recent years that are now working to consolidate their solutions into a leaner tech stack with more integration.

Scott Keil, SurePrep, part of Thomson Reuters

CPE credit is available for live CPAacademy sessions only.

How to talk to your clients about 7216 consent

Solutions in Focus: Outsource

Offshore outsourcing enables tax practices to prepare more 1040 returns at a reasonable price without adding staff. But the anxiety of 7216 client consent prevents many firms from seeking third-party help. This webinar offers tips on how to navigate the outsourcing conversation with your clients and explains why 7216 consent shouldn’t deter you from getting busy season relief.

CPE credit is available for live CPAacademy sessions only.