Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

Professional Tax Automation Webinar by SurePrep

Robotic Process Automation, mobile apps, dashboards and next-generation scan and populate technologies are reducing friction and streamlining workflows like never before. In this session, attendees will learn how firms who embrace these new technologies will:

• Enable work from home for all staff including admin
• Reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions
• Eliminate data entry into tax software
• Drive increased profitability
• Delight 1040 clients

– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Reviewer Dashboard

View this recorded webinar to learn how this new technology works, and how you can use it to grow your firm’s bottom line.



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SurePrep's 1040 tax automation solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

TaxCaddy - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.

1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.

SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service