Content Provider
Sureprep thomson reuters logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW

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

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 DateNovember 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers.

In this session, we’ll discuss how to use Net Promoter Score and customer satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress.

Learning Objectives:


  • Recall how to automatically retrieve tax documents the day they’re issued from banks, brokerages, and payroll service providers

  • Identify how to allow clients to photoscan paper documents with a mobile app and deliver them to you securely (no more emailed photographs!)

  • Determine how to provide secure, centralized messaging for easy collaboration

  • Determine the best way to utilize e-signatures, tax return delivery, and mobile payments

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Tr pri logo rgb color

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.