1040 Tax Automation Webinar: Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience

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.

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.

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