View Details/Register
View Details/Register
View Details/Register
View Details/Register
Looking for ways to automate your 1040 tax workflow? Hear from two accounting firms as they share their experiences implementing automation and how they’re using SurePrep to streamline the entire tax prep process, from data collection to review and filing. Whether you're considering SurePrep for your firm or simply curious about the latest tools and processes in tax automation, this webinar is for you.
Learning Objectives:
- Recognize how these firms evaluated and selected SurePrep as their automation solution
- Identify the key benefits and efficiency gains they've achieved by using SurePrep
- List best practices for implementing and optimizing SurePrep in your firm
- Give examples of overcoming common challenges and ensuring a smooth transition to automated tax preparation
Danielle Esper
Thomson Reuters
Solutions Consultant
With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.
Sean Hanthorn
RootAdvisors
Director of Operations
With more than two decades of experience in the accounting profession, Sean shapes the firm’s operational strategy and technology ecosystem. He oversees our operational goals, efficiency measures, and client service quality. Sean is highly esteemed throughout the industry and has been a repeat honoree in CPA Practice Advisor Magazine’s “40 Under 40” accounting professionals list.
Jed Kinderknecht
A CPA Inc.
Founder & President
As a former math teacher turned CPA I have found an arena where my math and teaching abilities can be utilized. Being an accountant allows me the opportunity to work with numbers as well as educate my customers in the areas of tax and financial accounting.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.