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Patentpending sureprep

PATENT-PENDING TECHNOLOGY TO DRAMATICALLY IMPROVE SCAN-AND-POPULATE

THIS IS A 30 MINUTE SESSION AND IS NOT ELIGIBLE FOR CPE
Cost Free
Presentation Length 0.0 hours

Recorded DateJune 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Series: Taxes
Course Description

All scan-and-populate solutions require human verification before extracted data can be exported to tax software. SurePrep's newest patent-pending technology will reduce verification time and cost while increasing accuracy.

In this session, we'll show how 1040SCAN will reduce verification time and cost by:


  • Automatically identifying non-standard documents and removing them from verification.

  • Eliminating the need to verify native PDFs like those received directly from the banks, brokerages and payroll service providers and more.

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

David Wyle, CPA

Thomson Reuters
General Manager Audit
[email protected]

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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

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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.