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Sureprep lacerte 1040

LACERTE TAX SCAN AND IMPORT VS. 1040SCAN COMPETITIVE ANALYSIS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 11, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

Tax document automation saves time but all solutions are NOT created equal. If you’re using Lacerte for tax prep and you plan to evaluate your Scan-and-Organize or Scan-and-Populate options for this coming tax season, this complimentary comparison webinar is a “must attend” event.

Join us for a 60 minute comparison webinar. We will show how Lacerte Tax Scan and Import and 1040SCAN compare in terms of:

Learning Objectives

  • Source document coverage

  • Efficiency, accuracy and automation

  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat

  • Additional services like 1040SCANverify and full preparation outsourcing

  • Total cost of ownership

Not logged
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.