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

4.1 (62)

David Wyle

SurePrep, LLC

Thursday, July 16, 2020 | 02:00 PM EDT

  • CPA
  • EA

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00204-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0212)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00204-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00204-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

In recent years, there has been a great deal of discussion among tax and accounting professionals about the need for firms to adopt an automated workflow. As paperless processes become mainstream and new technology continues to refine workflow automation, opportunities for firms to achieve greater efficiency by automating workflow are more abundant than ever. Streamlined, digital processes are more important today than ever before. 

Robotic Process Automation, mobile apps, dashboards and next-generation scan and populate technologies are reducing friction and streamlining workflows like never before especially in the area of Tax Automation. 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’ll look at the top three issues facing firms and discuss how to address them. We’ll show how a completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience by:

  • Giving you access to tax documents the day they’re issued from banks, brokerages and payroll service providers
  • Eliminating data entry into tax software
  • Reducing review time by 50%
  • Offering modern, mobile conveniences to your 1040 clients

SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

Learning Objectives

  • To identify ways of getting work done from home for all staff including admin.
  • To identify ways of reducing workload compression by receiving source documents the day they’re issued from over 300 financial institutions.
  • To identify the ways of eliminating data entry into tax software.
  • To identify ways of driving increased profitability and delighting 1040 clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros


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    [average] => 4.1129