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5 Key Components of a Successful Scan-And-Populate Process for CPA Firms
Computer Software and Applications

5 KEY COMPONENTS OF A SUCCESSFUL SCAN-AND-POPULATE PROCESS FOR CPA FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 18, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

1040 scan-and-populate solutions drive meaningful savings to the bottom line but careful consideration is required to maximize ROI. In this session, attendees will learn about the 5 most important components of a successful and productive scan-and-populate process.

Course Objectives:


  • View an integrated, mobile solution to request and receive client documents, organizer questions, and e-signatures

  • Observe comprehensive source document coverage to maximize automation and reduce data entry into tax software

  • View patent-pending technology that reduces human verification requirements and an optional verification service

  • Discover a bespoke tax workpaper system to minimize review time

  • Observe seamless tax return delivery and invoicing to improve client service


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

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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.