Introducing the SurePrep Tax Process + Customer Q&A
The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers.
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 three times 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.
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.
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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 in terms of:
- Client service (My1040Data vs TaxCaddy)
- Source document coverage (Pfx Scan vs 1040SCAN)
- Efficiency, accuracy, and automation
- Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
- Additional services like 1040SCANverify and full preparation outsourcing
1040SCAN and TaxCaddy are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax.
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Award Winning Innovations in 1040 Technology
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.
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.
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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
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Patent-Pending Technology to Dramatically Improve Scan-and-Populate
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.
View this recording to learn 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 and UltraTax.
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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. Why? Because when a document is received in the mail, the easiest way for your client to deliver it to you is to pull out their phone and take a picture.
For years, banks have allowed customers to deposit checks by taking photos with the bank mobile phone app. However, unlike the inconsistent and usually low-quality photographs you receive from clients, bank mobile phone apps ensure high-quality scanned images.
Now, with TaxCaddy, you can offer the mobile convenience your clients demand while guaranteeing the high-quality images required by your paperless 1040 processes.
“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
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1040 Scan (Verify) and Populate
“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.
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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 discussed 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. TaxCaddy:
• Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs and mobile devices including a mobile phone app (iOS and Android)
• Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
• Enables clients to respond to document requests using their PCs and mobile devices including a mobile phone app (iOS and Android)
• Reduces workload compression by enabling CPAs to process source documents the moment they become available
• Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android)
• Electronically delivers tax returns to taxpayers
• Integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax
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.
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Zero-Touch 1040 Workflow
Would your 1040 tax practice benefit if your preparers started their work with 75% of the data entry already completed? Would you like to eliminate the printing, assembly and mailing of tax organizers? If you’re using a scan-and-populate software like ProSystem fx Scan with Autoflow would you benefit from eliminating the need to scan, sort, upload and verify source documents like W-2s, 1099s and 1098s?
Using SurePrep’s “Zero-Touch” 1040 workflow:
- Your administrative staff delivers to your clients an automated document request list and questionnaire.
- Your clients e-sign things like engagement letters, consents and e-file authorizations.
- Your clients easily gather and deliver their source documents to you electronically.
- SurePrep verifies all standard document data (SurePrep recognizes more documents and data than any competitor)
- 5x the consolidated 1099s compared with Pfx Scan or other competitors.
- Detailed data from consolidated 1099s such as margin interest, foreign income, investment fees, etc., not just the summary 1099 data like Pfx Scan
- Data from 21 state K-1s and 42 grantor letters compared to zero from Pfx Scan
- Your preparers begin their work by simply exporting to your tax software (approximately 75% of their data entry work already completed!)
- Integrated with CCH Axcess Tax, CCH Global fx Tax and CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax
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Lacerte Tax Scan and Import vs. 1040SCAN Competitive Analysis
Tax document automation saves time but all solutions are NOT created equal. If you’re using Lacerte for tax prep and you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season, this webinar is for you. We show how Lacerte Tax Scan and Import and 1040SCAN compare in terms of:
- Source document coverage
- Efficiency, accuracy and automation
- Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
- Additional services like 1040SCANverify and full preparation outsourcing
- Total cost of ownership
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Keys to Success for Tax Automation and Outsourcing
Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures are forcing firms to figure out how to get more productivity out of their existing staff while not burning staff out and while still maintaining a high level of staff engagement. Yet some firms have been showing strong growth and even increased work-life balance.
We interviewed a variety of these firms to see if we could identify the secret to their success. View this webinar to learn how these firms are bucking the general trends and achieving growth and increased profitability.
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GruntWorx vs. 1040SCAN Competitive Analysis
Tax document automation saves time but all solutions are NOT created equal. If you’re using GruntWorx to automate your 1040 tax practice, or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season, this webinar is for you. We show how GruntWorx and 1040SCAN compare in terms of:
- Source document coverage
- Efficiency, accuracy and automation
- Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
- Additional services like 1040SCANverify and full preparation outsourcing
- Total cost of ownership
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UltraTax Source Document Processing vs 1040SCAN Competitive Analysis
Tax document automation saves time but all solutions are NOT created equal. If you’re using UltraTax for tax prep and UltraTax Source Document Processing or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options, this webinar is for you. We show how UltraTax Source Document Processing and 1040SCAN compare in terms of:
- Source document coverage
- Efficiency, accuracy and automation
- Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
- Additional services like 1040SCANverify and full preparation outsourcing
- Total cost of ownership
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ProSystem fx Scan vs 1040SCAN Competitive Analysis
Tax document automation saves time but all solutions are NOT created equal. If you’re using ProSystem fx Tax for tax prep and/or ProSystem fx Scan or you plan to evaluate your Scan-and-Organize or Scan-and-Populate options, this webinar is for you. We show how ProSytem fx Scan and 1040SCAN compare in terms of:
- Source document coverage
- Efficiency, accuracy and automation
- Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat
- Additional services like 1040SCANverify and full preparation outsourcing
- Total cost of ownership
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How Do Firms Use Outsource To Relieve Tax Season Workload Compression
1040 tax season is shorter and busier than it’s been in nearly a decade and many firms are having difficulty finding and retaining qualified tax professionals. In this 60 minute roundtable discussion webinar we speak with firms who are outsourcing as a way to address this increased workload compression. We address the following questions:
- What verbiage do you put in a 7216 consent letter and when do you send it?
- How often do you need to request consent?
- How do clients react to the consent letter?
- How do you handle clients that have questions or even react negatively to the 7216 consent letter?
- How do you process returns for which you don’t get 7216 consent?
- How has the use of offshore outsourcing impacted your staffing, leverage and profitability model?
- What do you need to do to make offshore outsourcing successful?
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Increase Your 1040 Leverage and Profitability by Improving Reviewer Efficiency
In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well documented workpapers so review efficiency suffers.
SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar. Learn how highly efficient firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model. We’re going back to the future.
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