Upcoming Professional Tax Automation Webinars | SurePrep

Upcoming Webinars

Improve your profitability with our series of webinars on
professional tax automation and efficiency

Award Winning Innovations in 1040 Technology

June 7, 2018
CPE credit for this session is offered through CPA Academy

The integrated combination of TaxCaddy and SafeSendReturns provides the most streamlined 1040 process in the tax and accounting industry. Learn how in this informative webinar.

For decades, accounting firms have been sending paper engagement letters and using paper organizers to collect data and paper documents from taxpayers. Once the tax return was prepared, paper copies were snail-mailed to clients. These paper-based processes are costly, outdated and inefficient.

In this webinar, we will show how today’s forward-thinking firms are using the integrated combination of TaxCaddy and SafeSendReturns to dramatically streamline their 1040 processes and improve client service.

TaxCaddy – Eliminate the paper organizer with this automated, mobile 1040 solution (CPA Practice Advisor 2017 Technology Innovation Award Finalist) presented by David Wyle, SurePrep CEO
SafeSend Returns – The complete electronic tax return assembly and delivery system (CPA Practice Advisor 2017 Technology Innovation Award Winner) presented by Steve Dusablon, cPaperless CEO

CPE credit for this session is offered through CPA Academy



Maximize Client Acceptance of Your Firm's Technology Initiatives

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



Patent-Pending Technology to Dramatically Improve Scan-and-Populate

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.



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.

Beth Attebery, CPA The Henry Levy Group

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.

Susan Shusko, CPA Shusko Associates, LLP

SurePrep is humming this year. Thank you for a great product.

Blain Sanford, CPA, CEO Strategis CPAs & Consultants

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.

Barbara Cooper, CPA, MBA Cooper Associates, LLC