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Digital Transformation: Reduce Friction & Deliver Modern 1040 Client Experience
Taxes

DIGITAL TRANSFORMATION: REDUCE FRICTION & DELIVER MODERN 1040 CLIENT EXPERIENCE

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 24, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Robotic Process Automation, mobile apps, dashboards, and next-generation scan and populate technologies reduce friction and streamlining workflows like never before.

In this session, attendees will learn how firms who embrace these new technologies will:

Learning Objectives:


  • Identify how to enable work from home for all staff, including admin

  • Determine how to reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions

  • Determine how to eliminate data entry into tax software

  • Recall how to drive increased profitability

  • Identify how to delight your 1040 clients

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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.