CPAacademy.org | STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK

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Self-Study CPE

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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

Available Date(s)

Wednesday, November 20, 2024: 2:00PM EST

Wednesday, December 18, 2024: 2:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - 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

Scott Keil

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

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.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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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About Our Presenter

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.