2019 Webinars

5 Key Components of a Successful Scan and Populate Process

In this session, attendees will learn about the 5 most important components of a successful and productive scan-and-populate process.

1. An integrated, mobile solution to request and receive client documents, organizer questions, and e-signatures
2. Comprehensive source document coverage to maximize automation and reduce data entry into tax software
3. Patent-pending technology that reduces human verification requirements and an optional verification service
4. A bespoke tax workpaper system to minimize review time
5. Seamless tax return delivery and invoicing to improve client service

Wednesday, September 11, 2019: 11:00 AM PDT
Monday, October 07, 2019: 11:00 AM PDT
Thursday, November 14, 2019: 11:00 AM PDT


The End-to-End Digital 1040 Tax Return – A Demonstration

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

Tuesday, September 3, 2019: 11:00 AM PDT
Wednesday, October 9, 2019: 11:00 AM PDT
Friday, November 8, 2019: 11:00 AM PDT


Announcing The Next Generation Scan and Populate: 100% Accuracy, No Human Verification

Scan-and-populate solutions reduce data entry, but most require tax preparers to spend time verifying the OCR’d data since scan-and-populate solutions can’t guarantee 100% accuracy. Until now.

Attend this webinar to learn about a new technology that eliminates human verification. We’ll explain how the technology works from a technical perspective and discuss real-world data and examples of the benefits.

Tuesday, September 24, 2019: 12:00 AM PDT
Tuesday, October 23, 2019: 11:00 AM PDT
Tuesday, November 19, 2019: 11:00 AM PDT


Increase Your 1040 Profitability and Boost Client Satisfaction

Haunted by the inefficiencies of tax seasons past? What if you had access to your clients’ source documents the day they were issued from more than 300 banks, brokerages and payroll service providers? And what if the data exported directly to your existing tax software?

Attend this webinar to learn how to harness the power of automation to increase 1040 profitability, boost client satisfaction and reduce tax season stress.

Wednesday, September 25, 2019: 11:00 AM PDT
Monday, October 28, 2019: 11:00 AM PDT


Webinar Archive

Why Does 1040SCANverify Popularity Continue to Trend Up?

In this 30 minute session we’ll discuss what makes 1040SCANverify, the most productive, and easy to implement scan-and-populate solution in the tax and accounting industry. We’ll speak with two SurePrep customers about what is 1040SCANverify, why it’s unique, and what common issues does it address. We’ll also discuss what was it like getting started with 1040SCANverify.


Introducing the SurePrep Tax Process + Customer Q&A

View this recorded webinar to learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while dramatically improving client service. At the end of the session we spoke with a SurePrep customer that uses TaxCaddy and 1040SCANverify to streamline their 1040 preparation process.


ProSystem fx Scan + My1040Data vs 1040SCAN + TaxCaddy Competitive Analysis

1040 tax preparation can be more streamlined and automated than ever before, but all solutions are NOT created equal. If you’re using ProSystem fx Tax for tax prep with ProSystem fx Scan and/or My1040Data or you plan to evaluate your options, this webinar is for you. We will show how (ProSytem fx Scan + My1040Data) and (1040SCAN + TaxCaddy) compare with respect to client service, source document coverage, efficiency, accuracy, and automation.


Award Winning Innovations in 1040 Technology

Accounting firms are looking for alternatives to paper-based processes that are costly, outdated and inefficient. View this recording to learn 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.


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. In this recorded session, we explore the process SurePrep uses to maximize acceptance of new technologies, like TaxCaddy, for both tax professionals and their clients. 

“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


Your 1040 Clients Want Mobile Options. Are You Delivering?

Like it or not, you’re probably receiving more photographs of 1040 source documents (W2s, 1099s, etc.) than ever before, because it’s easy for them to snap a quick picture of their documents with their phone.

Clients use mobile apps to deposit checks into their bank, and they’re looking for the same convenience to send you source documents. Ensure high-quality photoscanning with SurePrep’s mobile app, TaxCaddy, and start a smooth transition to a paperless 1040 process.

“TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into client portal. The ability to take a photo and submit it immediately was especially useful. Saved me a lot of time.” – A TaxCaddy user


1040 Scan (Verify) and Populate

In this session, we’ll discuss several options for verifying the accuracy of OCR’d source document data before it gets exported to tax software.
We’ll compare verification done by non-professional staff (temps, admin, etc.), interns, tax professionals and third-party outsourcers in terms of automation and efficiency, workflow, training and implementation.


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

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 informative 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.

Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution.

Following the TaxCaddy demonstration we spoke with Gary and Jim Boomer, who used TaxCaddy with their CPAs last tax season. We talked to Gary and Jim about their experiences from the taxpayer perspective.


How to use technology to create an experience for your 1040 clients

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.