Paper 1040 organizers, manual data entry into tax software and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms are using mobile apps, paperless workpapers and Optical Character Recognition to streamline their processes. In this session, we will demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience. This live software demonstration will cover 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
– Delivering tax returns electronically
– Invoicing and receiving payment
Attendees will learn how The SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.