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Sureprep 1040scan

1040 PREPARATION AS EASY AS 1, 2, 3

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

If 1040 tax season workload compression negatively affects your firm, join us for this informative webinar.

Tax document automation increases the efficiency and profitability of 1040 tax prep, but Optical Character Recognition (OCR) is imperfect and requires verification before data is exported to your tax software. SurePrep is the only provider that offers an optional OCR verification service to ensure accuracy and maximize efficiency.

If 1040 tax season workload compression negatively affects your firm, join us for this informative webinar.

Learning Objectives

  • The truths and misconceptions of Tax Document Automation

  • How can your firm reduce manual prep time by up to 75%?

  • Factors to consider o IRC Section 301.7216 considerations o Security

  • 1040SCANverify: How does it work? 1) Submit 2) Export 3) Review

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

David Wyle, CPA

Thomson Reuters
General Manager Audit
[email protected]

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Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following Thomson Reuters’ acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow are helping the Tax & Accounting Professionals business continue to grow and expand in the audit space. 

Previously, Dave was CEO of SurePrep, an end-to-end tax automation solution for tax professionals and taxpayers that he founded in 2002. Prior to SurePrep, Dave founded and was CEO of ePace! Software, a leading audit software package that was acquired by CCH in 2001, now called ProSystem fx Engagement. He started his career as a CPA with PwC. 

Dave earned a bachelor’s degree in economics from the University of California at Santa Barbara.

About Our Presenter

Sureprep thomson reuters logo
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.