Improve your profitability with our series of webinars on
professional tax automation and efficiency
June 8, 2018
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 session, we will explore 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
June 12, 2018
All scan-and-populate solutions require human verification before extracted data can be exported to tax software. SurePrep’s newest patent-pending technology will reduce verification time and cost while increasing accuracy.
In this session, we’ll show how 1040SCAN will reduce verification time and cost by:
– Automatically identifying non-standard documents and removing them from verification
– Eliminating the need to verify native PDFs like those received directly from the banks, brokerages and payroll service providers and more
1040SCAN is integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Beth Attebery, CPA The Henry Levy Group
1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.
Susan Shusko, CPA Shusko Associates, LLP
1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.
Blain Sanford, CPA, CEO Strategis CPAs & Consultants
SurePrep is humming this year. Thank you for a great product.
Barbara Cooper, CPA, MBA Cooper Associates, LLC
1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.