SurePrep 2020 Webinar Series
Immediately following the success of our first user conference last fall, the SurePrep team began planning another immersive, collaborative event for 2020. When it became clear that an in-person event would no longer be possible, we pivoted toward packing our content-rich agenda into a digital format.
We are excited to share the final product with you: a series of webinars presented by SurePrep’s top minds. Tune in for our product roadmap, new feature announcements, panels, and the ultimate two-part guide to best practices. Thank you for your flexibility, and welcome to the SurePrep 2020 Webinar Series!
These sessions will be recorded. All registrants will receive a link to the recordings. We’re unable to provide CPE for these sessions.
SurePrep Corporate Initiatives
Hear from SurePrep’s CEO and the Executive Team about the corporate initiatives that the company is undertaking. Topics will include:
- Overview of the company direction
- Innovation initiatives currently underway
- Migration to Azure
- Software development initiatives
Presenters:
David Wyle, CEO SurePrep
Will Hosek, Chief Innovation Officer
Omid Alizadeh, VP of Infrastructure and Operations
Sudeep Jha, VP of Development
11/17/2020 12:00 – 1:00 PST
Best Practices for Everyone - Part I
SPbinder enables firms to build a standardized and efficient tax return preparation workflow. In this session, learn the best practices, tips, and tricks to maximize the benefits of the SPbinder. Topics will include:
- SPbinder tips and tricks
- SPbinder best practices
Presenters:
Cathleen Foley, National Account Success Manager
Colleen Osborne, Client Success Manager
11/19/2020 12:00 – 1:00 PST
Learning & Development / Product Initiatives
In this session, learn about SurePrep’s Learning & Development initiatives and product roadmap. Topics will include:
- Learning & Development initiatives
- New training platforms
- 1040SCAN, TaxCaddy, Reviewer Dashboard, and Developer Portal roadmaps
Presenters:
Sarika Arora, Director of Product Management
Dea Jones, Director of Client Success
11/24/2020 12:00 – 1:00 PST
Positioning TaxCaddy for Success
The success of TaxCaddy revolves around the taxpayer accepting the connection and interacting with the tax professional. In this session, hear how firms have engaged their own internal marketing teams to promote TaxCaddy to their clients. Topics will include:
- SurePrep provided marketing materials
- TaxCaddy invitation best practices
- Innovative steps some firms have used to engage taxpayers
Presenters:
Greg Pope, VP of Marketing
Jerica Hernandez, Client Success Manager
12/01/2020 12:00 – 1:00 PST
Best Practices for Everyone - Part II
SPbinder enables firms to build a consistent and efficient workflow around tax return preparation. Learn the best practices, tips, and tricks to maximize the benefits of the SPbinder. Topics will include:
- SPbinder reviewer tools
- Leadsheets
- K-1 reclass tools and features
Presenters:
Alok Birla, National Account Success Manager
Joel Davis, National Account Success Manager
12/03/2020 12:00 – 1:00 PST
New TaxCaddy Features
In this session, learn about the new TaxCaddy features that will improve both the tax professional and taxpayer experience. Topics will include:
- The new, dynamic questionnaire
- Document flags
- The document badge
- Viewing new documents
Presenters:
Sarika Arora, Director of Product Management
Jerica Hernandez, Client Success Manager
12/08/2020 12:00 – 12:30 PST
Preparing for Tax Season 2020
This session will focus on steps that can be taken to ensure a smooth and successful 2020 tax season. Topics will include:
- New account options
- Working with electronic documents and how TaxCaddy can add benefits
- Auto verification
- Pre-season tax file management
Presenters:
Miranda Carlson, Client Success Manager
Leah Slaughter, Client Success Associate
12/10/2020 12:00 – 1:00 PST
Integrating TaxCaddy into the Firm's Workflow
TaxCaddy provides a simple, easy to use tool to collaborate with taxpayers. From the firm’s perspective, this session will identify how to transform the 1040 process to incorporate the benefits of TaxCaddy. Topics will include:
- Using Overview to identify when enough information has been received to begin preparation process
- How to incorporate the Messaging feature of TaxCaddy for a more seamless documentation of client communication
- Managing the client profile
Presenter:
Cathleen Foley, National Account Success Manager
12/15/2020 12:00 – 1:00 PST
Panel - Hear from your Peers
During this session, a panel of 1040SCAN users will share how they transformed their tax practices using 1040SCAN. This moderator-led session will include questions for the panelists along with an opportunity for the audience to ask questions. Topics will include:
- Implementation strategies
- Training strategies
- Change management
Presenter:
Lea Engle, National Account Success Manager
12/17/2020 12:00 – 1:00 PST
Panel - IT Challenges of Work From Home
Join this panel of firm technology professionals as they share experiences of shifting to a Work From Home environment, the challenges that they faced, how they overcame those challenges and how those experiences can be used moving forward. Topics will include:
- What did Work From Home mean to your firm before the pandemic?
- What does it mean now?
- How as it expanded your thoughts around Work From Home?
- As work from home evolved, what gaps were encountered and how were those gaps filled?
- What impact did SurePrep have in filling the expanding needs?
- How did SurePrep help resolve those needs?
- What processes changed that you think will become the new norm in working with internal teams and clients?
Presenters:
Pete Miele, VP of Sales
12/22/2020 12:00 – 1:00 PST
Questions?
Send us your questions and we’ll get back to you within 1-2 business days.