The end-to-end digital 1040 tax return – A demonstration

What's in This Webinar?

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 use mobile apps, paperless workpapers, and Optical Character Recognition to streamline their processes. In this tax workflow review, we will demonstrate a completely digital, end-to-end 1040 tax return solution. You’ll see how it lowers costs, increases efficiency, and improves the client experience.

This live software demonstration lead by VP of Sales Peter Miele 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. Watch the entire tax workflow review to see what improvements your firm can make to your 1040 process!