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1040 tax return preparation can be more streamlined and automated than ever before, but all solutions are NOT created equal. If you’re using ProSystem fx Tax for tax prep with ProSystem fx Scan and/or My1040Data or you plan to evaluate your options, this webinar is for you.
We’ll look at the traditional workflow that includes a paper organizer and compare it to a modern approach that dramatically increases questionnaire completion rates, automates tax document delivery from financial institutions, and reduces workload compression.
It’s important to evaluate how the software you choose affects the gathering and delivery of client documents, and how it impacts the efficiency of your preparation and review process. We will show how (ProSystem fx Scan + My1040Data) and (1040SCAN + TaxCaddy) compare in terms of:
In addition, we will review the options for OCR data verification, and automating that process for 2/3 of source documents, without requiring human verification.
SurePrep’s 1040 tax automation solutions make your practice more productive and profitable. We’ve been helping customers implement new technologies since 2002 and we continue to perfect our implementation methodology today. Learn why 2 of the Big 4, 5 of the top 10, half of the top 100 and hundreds of small to mid-sized firms that have automated their 1040 workflow with SurePrep.
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Eliminate the paper organizer with TaxCaddy.
Automate preparation with 1040SCAN.
Streamline review with SPbinder.