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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

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How to use technology to create an experience for your 1040 clients

As business owners, we all want to create a better experience for our tax clients. Today’s technology empowers us with all the tools we need. In this income tax webinar, we discuss how the banking, restaurant, and hotel industries use technology to improve client experience. What can CPA firms learn from their strategies? See how firms like yours can leverage SaaS and mobile technologies to create a better experience for tax clients. When done right, this will make clients happy and drive increased profitability at the same time.

CPA firms can improve their 1040 client experience by using technology that:

  • Eliminates paper organizers by delivering electronic questionnaires and easy-to-understand document request lists to your clients’ PCs/Macs and mobile devices (via a native mobile apps for iOS and Android)
  • Enables clients to set up automatic retrieval of their 1099s, 1098s, and W-2s
  • Enables clients to respond to document requests using their PCs/Macs and mobile devices
  • 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
  • Electronically delivers tax returns to taxpayers
  • Integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS

Interested in more income tax webinars? Browse all our webinars here! Don’t forget to sign up for our monthly digest below so you’ll never miss a webinar release.

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