This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
CPA - medium firm
CPA - large firm
The tight labor market is showing its impact on firms across the nation. In response, many firms are leveraging 1040 automation to reduce or eliminate data entry into tax software.
This webinar will show attendees how to use robotic process automation to retrieve client documents, reduce optical character recognition verification, and reduce staffing needs at a fraction of the cost of full preparation outsourcing.
Learning objectives:
- Recognize the use of robotic process automation to retrieve client source documents the day they are issued
- Identify patented technology to reduce optical character recognition verification
- Recall SurePrep’s unique verification outsourcing service
- List ways to reduce staffing needs for a fraction of the cost of full preparation outsourcing
Pete Miele
Thomson Reuters
Vice President of Sales
[email protected]
Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.
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