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Sureprep reviewer

INCREASE YOUR 1040 LEVERAGE & PROFITABILITY BY IMPROVING REVIEWER EFFICIENCY

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 30, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well document workpapers so review efficiency suffers.

SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar. Learn how leading edge firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model.

All webinar attendees will receive our latest informative whitepaper titled The Fundamentals of Paperless Tax Workpapers.

Learning Objectives

  • The relationship between 1040 tax workpapers and leverage

  • How many firms lose leverage when going “paperless”

  • How to return to professional service fundamentals a) Standardized workpaper indexes b) Standardized tickmarks c) Cross referencing d) Leadsheets and workpapers

  • Standardized workpaper indexes

  • How SPbinder facilitates a highly efficient review

  • Q&A

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Testimonials
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Michael, OH

"Looks like a Terrific, well-thought-out Tool ! Refreshing, too, to discover and hear from an accomplished and still-well-grounded professional and fellow disciple of sound and complete documentation principles."
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Andrew, FL

"David did an excellent job of showing how antiquated documentation retention is in legacy systems"
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Kimberly, NC

"So glad to have been a part of this webinar. It solved over a decade's worth of frustration!"
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Jason, VA

"Nice examples of billing realization and how that is affected at all levels."
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Bradley, FL

"thank you. streaming Video added more perspective instead of just slides"
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David, IN

"Subject matter was very relevant and presentation was superb!"
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Vincent, NJ

"we use the product offered and find it worthwhile"
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Gordon, LA

"I enjoyed it very much. It was very informative."
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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.