CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience

4.5 (193)

David Wyle

SurePrep, LLC

Wednesday, August 05, 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-00156-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0168)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00156-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00156-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Digital transformation has been a near-constant topic of conversation among accounting and CPA communities since a few years now. The trend can be defined as the shift from antiquated, manual processes to automatic, technology-driven ones. Robotic Process Automation, mobile apps, dashboards, and next-generation scan and populate technologies are reducing friction and streamlining workflows like never before. Forward-thinking firms understand they need to modernize their processes in order to be competitive, right from client onboarding, to getting source documents, to filings, and till payment collection touching every single client relationship, many firms choose to start their digital transformation there.

Here, we’ll explore what digital transformation could look like for today’s accounting firm, what’s standing in the way of tech adoption, and what firms that don’t adapt could be risking. In this session, attendees will learn how firms who embrace these new technologies will:

  • Enable work from home for all staff including admin.
  • Reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions for Individual (1040) Clients
  • Eliminate data entry into the Tax software.
  • Drive increased profitability for your firm
  • Deliver the best quality experience to your 1040 clients.

This webinar is for Tax Professionals, Tax firms, or Any Professional or Tax Staff Involved in Preparation or Review of Individual Tax Returns.

Learning Objectives

  • To Identify various ways of eliminating data entry into tax software.
  • To Identify various ways of enabling work from home for all employees using technology especially on Individual Clients
  • To Recognize the importance of Digital transformation for your firm
  • To Identify ways of driving increased profitability using technology

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA


    [no_of_record] => 193
    [average] => 4.4715




Everyone that is apprehensive about online preparation should take this course. It will introduce you to how online preparation can be helpful to the whole organization, administration, staff, and clients. With the expansion of technology in everything I would certainly recommend this for anyone preparing any taxes. Great job!


I really wish they worked with Drake Software. I would definitely use SurePrep over GruntWorx. SurePrep sounds like it has all the bells and whistles I was looking for.


It was a learning process on the products that you have. It is today of the future. Very impressive software and anxious to follow up on the product!


The points brought up as to why a more automated system hasn't been widely adopted as yet are exactly what I have seen in my experience. They seem to have their finger on the pulse of industry.


The sound was fine, but I could never see the presenter's screen and overall Speaker did a great job outlining how to organize paperwork