Upcoming Webinars | SurePrep Professional Tax Automation Software

Upcoming Webinars

The following upcoming webinars are offered through our webinar partner, CPAacademy.
All upcoming webinar attendees receive CPE credit through CPAacademy.

To access our recorded webinars on demand visit our recorded webinars page.
CPE credit is not offered for our recorded webinars.

Introducing the SurePrep Tax Process

Webinar summary:

SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. The questionnaire is completed by your clients from any connected device. Documents like engagement letters are e-signed. Your clients can use the TaxCaddy app for iPhone and Android to photo-scan paper documents and upload them as soon as they are received. More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Since the documents are available to you immediately, you can start the return sooner than ever before.

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from 3x as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

Available dates via CPAacademy:

Wednesday, November 29, 2017

VISIT REGISTRATION PAGE

To view a recorded version of this webinar visit our recorded webinars page. CPE credit is not offered for our recorded webinars.

upcoming-webinar

1040 Scan (Verify) and Populate

Webinar summary:

“Scan & Populate” solutions would be more accurately described as “Scan, Verify & Populate”. That’s because it’s a best practice to verify the accuracy of OCR’d source document data before it gets exported to tax software. Verifying OCR’d data can be time consuming and impacts your overall efficiency. In this session we’ll discuss several options for verifying OCR’d data including having it done by non-professional staff (temps, admin, etc.), interns, tax professionals and third party outsourcers and compare them in terms of:

• Automation and efficiency
• Workflow
• Training and implementation

1040SCAN PRO and 1040SCANverify integrate with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax.

Available dates via CPAacademy:

Tuesday, November 28, 2017

VISIT REGISTRATION PAGE

To view a recorded version of this webinar visit our recorded webinars page. CPE credit is not offered for our recorded webinars.

upcoming-webinar

Introducing TaxCaddy: 1040 Productivity Solution Demonstration - Featuring Jim Boomer and L. Gary Boomer

Webinar summary:

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers? In this 80-minute webinar we discuss how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Available dates via CPAacademy:

Wednesday, November 15, 2017

VISIT REGISTRATION PAGE

To view a recorded version of this webinar visit our recorded webinars page. CPE credit is not offered for our recorded webinars.

upcoming-webinar

How to use technology to create a positive experience for your 1040 clients

Webinar summary:

As business owners, we all want to create an excellent experience for our clients. Today’s technology provides that ability. In this session, we will discuss how leaders in the banking, restaurant and hotel industries use technology to create an excellent client experience. We will demonstrate how CPA firms can use the latest SaaS and mobile technologies to improve the 1040 client experience while driving increased profitability for the firm.

Available dates via CPAacademy:

No more upcoming dates. To view a recorded version of this webinar visit our recorded webinars page. CPE credit is not offered for our recorded webinars.

upcoming-webinar

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