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Free cpe webinars
Increase Your CPA Firm's 1040 Profitability and Boost Client Satisfaction

INCREASE YOUR CPA FIRM'S 1040 PROFITABILITY AND BOOST CLIENT SATISFACTION

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 21, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Haunted by the inefficiencies of tax seasons past? What if you had access to your clients’ source documents the day they were issued from more than 300 banks, brokerages and payroll service providers? And what if the data exported directly to your existing tax software?

In this informative webinar you will learn how the combination of TaxCaddy, 1040SCAN and SPbinder is the most productive 1040 tax automation solution on the market.

Attend this webinar to learn how to harness the power of automation to increase 1040 profitability, boost client satisfaction and reduce tax season stress.

SurePrep’s solutions only integrate with CCH Axcess Tax, CCH ProSystem fx Tax, CCH Global fx Tax, GoSystem, Lacerte and UltraTax.
 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

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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.