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Your 1040 Clients Want a Mobile App. Are You Delivering? 

YOUR 1040 CLIENTS WANT A MOBILE APP. ARE YOU DELIVERING?

SurePrep's solutions are only integrated with CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are clients emailing you blurry photos of tax documents? Banks let clients photo-scan checks with their smartphones and it’s time tax professionals offered the same convenience.

In this webinar, you'll learn how to provide taxpayers with an all-in-one 1040 platform for e-signatures, invoicing, photo-scanning, and more. 
 
Learning Objectives: 


  • Evaluate an end-to-end demonstration of the mobile taxpayer platform 

  • Distinguish between a portal and a platform 

  • Identify how digital document gathering works, including auto-retrieval and photo-scanning 

  • Recognize how to customize app options like brand colors, firm logo, and invoice payment options 

  • Determine how digital return delivery works, including IRS-authorized KBA e-signatures 

  • Give examples of 1040 mobile apps in the financial services landscape

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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.

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.