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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Best of Breed Integration in the Cloud

No single software vendor can develop a best-in-class solution in every class. In this session Gary Boomer, CEO of Boomer Consulting, Inc. and David Wyle, CEO of SurePrep discuss how today’s web-based technologies allow firms to select best-of-breed solutions that integrate in the cloud. They discuss current technology trends and explore best-of-breed examples in detail including a real world example using Thomson’s GoFileRoom and FirmFlow, CCH Axcess Tax and SurePrep’s 1040SCAN.

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Key Do’s & Don’ts of an Automated 1040 Tax Practice

In this session we examine the five core elements of the ultimate automated tax workflow. We discuss what to do and what not to do in an effort to assist you in developing a fool-proof paperless tax process. Elements include proper scanning hardware, the scanning process, multiple monitors, the importance of planning & training, and workpaper & workflow flexibility.

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What Customers Are Saying About 1040SCAN

  • 1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.

    Crissie Landry, CPA LaPorte CPAs & Business Advisors
  • 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
  • 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, A CPA Firm
  • With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.

    Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
  • The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.

    Adam Wolfe Bobby Medlin CPA
  • 1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.

    Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
  • 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