The End-to-End Digital 1040 Tax Return – A Demonstration

1040 Tax Automation Webinars by Sureprep

Outdated processes like paper 1040 organizers, data entry into tax software and snail-mail tax return delivery waste valuable time, contribute to tax season workload compression and fail to deliver the convenience your clients have come to expect in today’s world. Today’s tech-savvy firms are using mobile apps, paperless workpapers and Optical Character Recognition to streamline their processes.

In this session, we demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience. This software demonstration covers the following workflow steps and more:

  • Requesting and receiving digital documents and e-signatures from clients.
  • Sending digital documents through Optical Character Recognition to eliminate data entry.
  • Preparing and reviewing digital workpapers with a bespoke workpaper system that is built for team collaboration and optimizing reviewer’s time.
  • Delivering electronic tax returns quickly and efficiently directly to your client’s mobile phone.
  • Invoicing and receiving payment when your client receives the tax return you prepared, at the point of maximum value

View, in action, a two-time CPA Practice Advisor technology award-winning collaboration system that streamlines the requesting and delivery of client source documents.Compare the most extensive document coverage list in the scan and populate industry. Discover a bespoke workpaper system built for team collaboration of your tax preparation team!

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

TaxCaddy - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.

1040SCAN

1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.

SPbinder

SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service