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Maximize Client Acceptance of Your Firm’s Technology Initiatives

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Professional Tax Automation Webinar by SurePrep

Maximize Client Acceptance of Your Firm’s Technology Initiatives

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 recorded session, we explored 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

Presented by: David Wyle, SurePrep CEO

David Wyle is the President and CEO of SurePrep. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Prior to founding ePace! Software, Mr. Wyle was a CPA with Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.