Maximize Client Acceptance of Your Firm’s Technology Initiatives

Professional Tax Automation Webinar by SurePrep

Thank you for your interest in our 1040 Tax Automation Webinars!

Planning the implementation of a new software solution can be difficult, even if the change is just an internal one. But what if the change affects your clients, too? Who will provide leadership and communicate the vision to your clients? How will you measure success? Getting your clients to accept your firm’s technology initiatives requires careful consideration.

We have been helping customers implement new technologies since 2002 and we’ve been refining our implementation methodology ever since. In this recorded session, we explored the process we use to maximize client acceptance of new technologies being used by both tax professionals and their clients. With proper planning and execution, it’s easy to streamline your 1040 process and dramatically improve client service.

TaxCaddy made it much easier to compile and transmit my tax information and I loved not having all the paper to send back and forth. I loved it!” – A TaxCaddy user

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 Global fx, 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