Webinars

Featured

The Future of Tax Prep: How AI Will Transform Public Accounting

Solutions in Focus: 1040SCAN, SPbinder
Artificial Intelligence and Machine Learning will transform the tax and accounting industry. These emerging technologies will increase the value of the services you provide to your clients by reducing or eliminating the redundant, manual, transactional work required to prepare tax returns.
“It’s SurePrep’s mission to automate tax preparation while maintaining human-level accuracy via machine vision, text-processing, and image/text similarity algorithms built on top of our proprietary platform of extensive human-curated tax data.
October 7, 2021 11 AM – 12 PM PST
November 3, 2021 11AM - 12 PM PST
2021 Webinar

CCH Axcess Client Collaboration vs TaxCaddy: An Analysis for Public Accountants

Solutions in Focus: TaxCaddy
1040 client collaboration systems streamline processes and improve the client experience, but not all systems are created equal. In this webinar we compare how CCH Axcess Client Collaboration stacks up against TaxCaddy and how TaxCaddy’s mobile apps, product maturity, and full suite integration makes it the superior platform.
The very recognition that a brand-new product had to be created to compete with TaxCaddy validates why we built this product in the first place.
David Wyle, SurePrep
October 13, 2021 11 AM - 12 PM PST
November 10, 2021 11 AM - 12 PM PST
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2021 Webinar

The Future of Tax Prep: How AI Will Transform Public Accounting

Solutions in Focus: 1040SCAN, SPbinder
Artificial Intelligence and Machine Learning will transform the tax and accounting industry. These emerging technologies will increase the value of the services you provide to your clients by reducing or eliminating the redundant, manual, transactional work required to prepare tax returns.
“It’s SurePrep’s mission to automate tax preparation while maintaining human-level accuracy via machine vision, text-processing, and image/text similarity algorithms built on top of our proprietary platform of extensive human-curated tax data.
Alex Sadovsky, SurePrep
October 7, 2021 11 AM – 12 PM PST
November 3, 2021 11AM - 12 PM PST
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2021 Webinar

Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
If your 1040 clients are emailing photographs of their source documents, it’s a signal that the paper organizer is no longer suitable for document gathering. Today, most clients expect the same mobile convenience they receive from other financial service providers. In this webinar we discuss how Net Promoter Score and Customer Satisfaction surveys ensure happy clients for this tax year and well into the future.
According to a recent Salesforce study, 76% of consumers think companies should understand their expectations and needs. But how can you do that if you’re not asking what those needs are and how they think you’re doing in satisfying those needs?
Greg Pope, SurePrep
September 24, 2021 11 AM - 12 PM PST
October 12, 2021 11 AM - 12 PM PST
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2021 Webinar

Best Practices in Crypto Tax Reporting and 1040 Workflow Automation

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
Virtual currency or crypto tax reporting continues to be a top enforcement priority for the IRS. With the virtual currency question moving to 1040 page 1, firms prepared for the 12 to 21 million taxpayers needing guidance on their crypto activity will gain the most significant share of these high-value clients. This webinar will look at the challenges crypto tax provides for professionals and best practices for integrating it into existing workflows. We'll show how an end-to-end crypto workflow can be implemented to maintain efficiency, minimize risk, improve the client experience, and automate data entry into tax software.
You and your clients can use the system simultaneously to review transactions or discuss year-end planning strategies. You can help them directly on their behalf as a value added service.
John Wandrisco, Verady
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2021 Webinar

Enable Work From Home, Reduce Workload Compression, and Improve the Client Experience with a Completely Digital 1040 Workflow

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have” it’s a requirement in the post COVID-19 world. In this session, we look at the top three issues facing firms and discuss how to address them with a completely digital 1040 workflow.
Being able to create remote work situations for professional staff has been an ongoing trend, but it hasn’t been considered essential until now...And most firms hadn’t even considered how to let their admin staff work from home.
David Wyle, SurePrep
September 20, 2021 11 AM - 12 PM PST
October 20, 2021 11 AM - 12 PM PST
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Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
Robotic Process Automation, mobile apps, dashboards, and next-generation scan-and-populate technologies are reducing friction and streamlining workflows at unprecedented rates. In this session, you learn how these technologies enable firms to work remotely, receive source documents the day they’re issued, eliminate data entry, increase profitability, and delight 1040 clients.
Going paperless concentrates solely on reducing paper and the benefits that come with that. Digital transformation also reduces paper, but its ultimate goal is rather to reduce friction. It embraces more technologies in order to digitize more processes.
David Wyle, SurePrep
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A Statistical Analysis of Firms Who Leverage Technology to Increase 1040 Tax Prep Profitability

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Outsource
In today’s recessionary environment, margin optimization is a top priority of leading CPA firms and newly patented scan-and-populate technology delivers meaningful savings to the bottom line. In this session, we review statistical data to prove technology-driven firms are reducing costs and increasing margins with automation, auto-verification, and outsourcing options.
On average, firms using SurePrep saw verification time and cost drop by about 15% thanks to auto-verification. We think that number will keep increasing as firms get better and better at receiving native PDFs.
David Wyle, SurePrep
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Simplify K-1 prep and review with 1040SCAN’s supplemental page data extraction

Solutions in Focus: SPbinder, 1040SCAN
Preparing supplemental pages for complex K-1s is error-prone and time-consuming because it requires staff to create Excel schedules to show the reclassifications. 1040SCAN is the first scan-and-populate system to read K-1 supplemental pages to automate not only tax return data entry but K-1 reconciliation workpaper preparation.
By capturing K-1 supplemental data with 1040SCAN’s OCR, using the K-1 reclass feature in SPbinder, and finally exporting to your tax software, you can ensure that you’re always in one program and always keeping your documents in one place, enhancing your review.
Alok Birla, SurePrep
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Grow Your Firm and Reduce Tax Season Workload Compression With Outsourced Services

Solutions in Focus: Outsource
New research by the AICPA found that “finding qualified staff” was the No. 1 issue for every firm size category except sole practitioners. If your firm is like most, you struggle with staffing issues and damaged morale during the long, grueling hours of tax season. Thankfully, SurePrep can help.
The number one issue reported by multiple studies is finding qualified staff, and then retaining them. There aren’t enough people coming into the market to compensate for the peak season compression.
Octavian Tomos, SurePrep
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5 Key Components of a Successful Scan and Populate Process

Solutions in Focus: TaxCaddy, SPbinder, 1040SCAN
This session covers the 5 most important components of a successful and productive scan-and-populate process: 1) An integrated, mobile platform to request and receive documents, questionnaires, and e-signatures, 2) Comprehensive source document coverage that reduces data entry, 3) patented technology that reduces human verification requirements (and optional outsourcing service), 4) a bespoke tax workpaper system to minimize review time, and 5) seamless tax return delivery and invoicing to improve client service.
We’re going to talk about these 5 key components through the life cycle of an individual tax return process. Starting with gathering documents, then preparing workpapers, reviewing the return, and then delivering the return.
David Wyle, SurePrep
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The End-to-End Digital 1040 Tax Return - A Demonstration

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
In this session, we demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience. This includes requesting and receiving digital documents and e-signatures from clients, scanning digital documents through Optical Character Recognition to eliminate data entry, preparing and reviewing digital workpapers, delivering tax returns electronically, and facilitating invoicing and payment.
The process starts and ends with the taxpayer and automates everything in between.
David Wyle, SurePrep
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Announcing The Next Generation Scan and Populate: 100% Accuracy, No Human Verification

Solutions in Focus: 1040SCAN
Scan-and-populate solutions are designed to reduce data entry and save time, however they can’t automate the best practice of verifying OCR data for 100% accuracy—until now. Attend this webinar to learn about a new technology that eliminates human verification for native PDFs. We’ll explain it works from a technical perspective and discuss what this for the future of scan –and populate.
If you submit 100 pages and 40 of them are native PDFs, only 60 pages will show up for verification unless sort the filter to all. The rest have already been verified.
David Wyle, SurePrep
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Increase Your 1040 Profitability and Boost Client Satisfaction

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
Haunted by the workload compression of prior tax years? What if you had access to your clients’ digital source documents the day they were issued? And what if the data exported directly to your existing tax software? View this webinar to learn how automation can increase 1040 profitability, boost client satisfaction, and reduce tax season stress.
We have a unique feature called SmartLinks where your clients can enter the credentials for their bank, mortgage or payroll accounts. Then TaxCaddy will check once a day for new tax documents and download them the day they become available.
David Wyle, SurePrep
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Why Does 1040SCANverify Popularity Continue to Trend Up?

Solutions in Focus: 1040SCAN
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 speak with two SurePrep customers to clarify what 1040SCANverify is, why it’s unique, and what common issues it addresses. We also discuss the implementation process.
We have our staff [do the preliminary] review, which makes the final review for the manager and partner much easier and faster. We don’t have to go back and verify every single aspect of the return. We can concentrate on the big picture.
Peter Miele, SurePrep
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Introducing the SurePrep Tax Process + Customer Q&A

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
View this recorded webinar to learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to process more returns in less time while dramatically improving standardization and client service. Stick around at the end to hear from a SurePrep customer that uses TaxCaddy and 1040SCANverify to streamline their 1040 preparation process.
We like to try to stay on top of all the cutting-edge technologies coming out because that’s the direction the world is going to head. We wanted to be more consistent with our process across the board and that has been a huge benefit with SurePrep and TaxCaddy.
Robin Yost, Holsinger
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Award Winning Innovations in 1040 Technology

Solutions in Focus: TaxCaddy
CPA firms and clients are both growing tired of the paper organizer, but most online organizers and digital portals aren’t client-friendly. View this recording to learn how today’s proactive firms are using the integrated combination of TaxCaddy and SafeSend Returns to streamline the gathering and delivery of 1040 documents in a format that clients will adopt.
The reason why [other] solutions haven’t caught on is because they’re focused on the needs of the accounting firm, not the taxpayer. In order to solve this problem, the taxpayer needs to see this product as something built for them that actually makes their life easier.
David Wyle, SurePrep
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Maximize Client Acceptance of Your Firm's Technology Initiatives

Solutions in Focus: Change Management, TaxCaddy
Planning the implementation of a new software solution can be difficult, whether the change is purely internal or if it requires onboarding your clients. 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
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Your 1040 Clients Want Mobile Options. Are You Delivering?

Solutions in Focus: TaxCaddy
Have you noticed a recent trend of clients emailing photographs of their 1040 source documents? Although it's inconvenient for you, it’s far easier for them to just snap a quick picture of their documents with their smartphone. After all, their bank most likely gives them the ability to deposit checks by taking a photo with the banks’ mobile app, why doesn’t their CPA? Fortunately, you can ensure high-quality photoscanning with TaxCaddy’s mobile app,.
TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into a 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

Solutions in Focus: 1040SCAN
Although the official term is scan-and-populate, a more accurate term would be scan, verify and populate. After all, it’s a best practice to verify the accuracy of OCR’d source document data before it gets exported to tax software. In this session, we discuss several efficient methods to verify OCR data including hiring interns, leveraging your admins, and outsourcing to a third party.
By removing verification from your workload, you can reduce up to 75% of the time spent preparing the return. Once the admin scans and uploads, the preparer just needs to export to the tax software, review the return, and enter non-standard data.
David Wyle, SurePrep
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Introducing TaxCaddy: 1040 Productivity Solution Demonstration – Featuring Jim Boomer and L. Gary Boomer

Solutions in Focus: TaxCaddy
Tired of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of secure file-transfer tools, digital portals and online organizers? In this informative 80-minute webinar, we discuss how other alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind, and why SurePrep is different.
Old online organizers just think about what’s good for the CPA firm and you can’t having clients emailing pictures of source documents that can’t be OCR’d. There has to be a solution that provides benefit to both parties.
David Wyle, SurePrep
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How to use technology to create an experience for your 1040 clients

Solutions in Focus: TaxCaddy
Client satisfaction is arguably the most important aspect of business and today’s technology provides greater opportunities than ever before. In this session, we discuss how leaders in the banking, restaurant, and hotel industries use technology to create an excellent client experience. Then we’ll demonstrate how CPA firms can use the latest mobile technologies to improve the 1040 client experience while driving increased profitability for the firm.
We sold two new clients just by showing them a TaxCaddy demonstration. This was a key selling point for those clients. It differentiated us from other firms competing for their business. This is an app that clients will drive their firm to use.
A SurePrep customer
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