Traditional 1040 organizers, manual data entry into tax software, and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms use artificial intelligence, mobile apps, paperless workpapers, and scan-and-populate solutions to streamline processes. In this software demonstration, we’ll show a completely digital, end-to-end 1040 tax return solution. You’ll see how it lowers costs, increases efficiency, and improves the client experience.

Attendees will learn how the SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Watch the entire tax workflow review to see what improvements your firm can make to your 1040 process!


Learning Objectives:

• Identify how to request and receive digital documents and e-signatures from 1040 clients


• Outline how to send digital documents through optical character recognition to eliminate data entry


• Recognize how to prepare and review digital workpapers


• Evaluate delivering tax returns electronically


• Define invoicing and receiving electronic payment