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Streamline Your 1040 Process With a Lean Tech Stack
Software Demo Included
Computer Software and Applications

STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

A 2021 report from Productiv showed that most departments use between 40 to 60 different applications. What if you could reduce the size of your 1040 tech stack and increase productivity? Discover how SurePrep solutions integrate with your tax software to deliver best-in-class efficiency throughout all phases of your 1040 workflow. 

Learning Objectives:


  • Identify the state of “Sofware-as-a-Service (SaaS) sprawl” in 2024

  • Present how TaxCaddy consolidates document gathering, e-signing, questionnaires, and tax return delivery into one app

  • Determine how 1040SCAN populates more data into your tax software than any other scan-and-populate solution

  • Outline how SPbinder optimizes preparation, review time, and storage with features and tools specifically designed for 1040 engagements

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Scott Keil

Thomson Reuters
Senior Solution Consultant, Tax Workflow
[email protected]
(800) 968-8900

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Scott has been working as a Solutions Consultant with Thomson Reuters since February of 2019.  His primary focus has been delivering interactive/personalized demonstrations geared towards our tax and firm management solutions.  He currently resides in South Lyon, Michigan with his beautiful wife Elizabeth and their four-year-old son/monster Bennett.

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.