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This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
CPA - medium firm
CPA - large firm
Other
Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have,” it’s a requirement in the post-COVID-19 world.
In this session, we’ll look at the top three issues facing firms and discuss how to address them. We’ll show how a completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience.
Learning Objectives:
- Determine how to get access to tax documents the day they’re issued from banks, brokerages, and payroll service providers
- Determine how to eliminate data entry in tax software
- Identify how to reduce review time by 50%
- Recognize how to offer modern, mobile conveniences to your 1040 clients
David Wyle, CPA
SurePrep
President and CEO
dwyle@sureprep.com
David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Before founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry-leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Before founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.
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NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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