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Announcing Next Generation Scan-And-Populate for CPA Firms with 100% Accuracy

ANNOUNCING NEXT GENERATION SCAN-AND-POPULATE FOR CPA FIRMS WITH 100% ACCURACY

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 19, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Bookkeeper
Course Description

Scan-and-populate solutions reduce data entry, but most require tax preparers to spend time verifying the OCR’d data since scan-and-populate solutions can’t guarantee 100% accuracy. Until now.

Attend this webinar to learn about a new technology that eliminates human verification. We’ll explain how the technology works from a technical perspective and discuss real-world data and examples of the benefits.

We will show how 1040SCAN reduces verification time and cost by automatically identifying non-standard documents and removing them from verification and 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
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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.