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Awardwinning sureprep

AWARD WINNING INNOVATIONS IN 1040 TECHNOLOGY

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 2, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

The integrated combination of TaxCaddy and SafeSendReturns provides the most streamlined 1040 process in the tax and accounting industry. Learn how in this informative webinar. For decades, accounting firms have been sending paper engagement letters and using paper organizers to collect data and paper documents from taxpayers. Once the tax return was prepared, paper copies were snail-mailed to clients. These paper-based processes are costly, outdated and inefficient. In this webinar, we will show how today’s forward-thinking firms are using the integrated combination of TaxCaddy and SafeSendReturns to dramatically streamline their 1040 processes and improve client service. TaxCaddy – Eliminate the paper organizer with this automated, mobile 1040 solution (CPA Practice Advisor 2017 Technology Innovation Award Finalist) presented by David Wyle, SurePrep CEO SafeSend Returns - The complete electronic tax return assembly and delivery system (CPA Practice Advisor 2017 Technology Innovation Award Winner) presented by Andrew Hatfield, cPaperless Co-Founder - This session will be recorded. All registrants will receive a link to the recording.

SurePrep’s solutions integrate with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax only.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
[email protected]
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

About Our Presenter

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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.