Archived Webinars
STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK
Recorded Date
December 18, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Recorded Date
December 11, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
2024 INNOVATIONS IN 1040 ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING
Recorded Date
December 4, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Recorded Date
November 26, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Recorded Date
November 21, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
THE FUTURE OF TAX AUTOMATION: HOW TO ELEVATE YOUR FIRMS EFFICIENCY AND ACCURACY
Recorded Date
January 24, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm
THE 2023 STATE OF ARTIFICIAL INTELLIGENCE IN TAX PREPARATION
Recorded Date
December 18, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
YOUR 1040 CLIENTS WANT A MOBILE APP. ARE YOU DELIVERING?
Recorded Date
December 11, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
RECRUIT & RETAIN TOP TALENT WITH AN AUTOMATED 1040 WORKFLOW
Recorded Date
December 6, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
FIND YOUR FLOW: 1040 TAX WORKFLOW STRESS RELIEF
Recorded Date
September 25, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Small Business Owner
5 TALENT TRENDS IN TAX & ACCOUNTING
Recorded Date
December 13, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PROSYSTEM FX SCAN VS. 1040SCAN COMPETITIVE ANALYSIS
Recorded Date
December 12, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
AUTOMATION & PUBLIC ACCOUNTING: TAX PREPARATION EVOLVING THROUGH AI
Recorded Date
December 6, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
THE END-TO-END DIGITAL 1040 TAX RETURN: DEMONSTRATION
Recorded Date
December 5, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
ALLEVIATING STAFFING CONCERNS BY LEVERAGING AUTOMATION WITH OUTSOURCING
Recorded Date
December 1, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
NUTS & BOLTS OF CRYPTOCURRENCY TAXES
Recorded Date
January 18, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
THE FUTURE OF 1040 TAX PREP: HOW AI WILL TRANSFORM PUBLIC ACCOUNTING
Recorded Date
January 5, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
WORK REMOTELY: REDUCE COMPRESSION & IMPROVE CLIENT EXPERIENCE WITH DIGITAL 1040s
Recorded Date
December 6, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
CCH AXCESS CLIENT COLLABORATION VS. TAXCADDY: AN ANALYSIS FOR PUBLIC ACCOUNTANTS
Recorded Date
December 2, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
ADOPT 1040 CLIENT-CENTRIC HABITS AND WORKFLOWS TO BUILD THE CPA FIRM OF TOMORROW
Recorded Date
November 22, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
BEST PRACTICES IN CRYPTO TAX REPORTING AND 1040 WORKFLOW AUTOMATION
Recorded Date
September 8, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
CRYPTOCURRENCY TAXES: HOW TO FILE 1040 TAX RETURNS THAT INCLUDE CRYPTOCURRENCY
Recorded Date
January 6, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
DIGITAL TRANSFORMATION: REDUCE FRICTION & DELIVER MODERN 1040 CLIENT EXPERIENCE
Recorded Date
November 24, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
AN ANALYSIS OF FIRMS USING TECHNOLOGY TO INCREASE 1040 TAX PREP PROFITABILITY
Recorded Date
November 10, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
5 KEY COMPONENTS OF A SUCCESSFUL SCAN-AND-POPULATE PROCESS FOR CPA FIRMS
Recorded Date
December 18, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
INCREASE YOUR CPA FIRM'S 1040 PROFITABILITY AND BOOST CLIENT SATISFACTION
Recorded Date
November 21, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
ANNOUNCING NEXT GENERATION SCAN-AND-POPULATE FOR CPA FIRMS WITH 100% ACCURACY
Recorded Date
November 19, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
THE END-TO-END, DIGITAL 1040 TAX RETURN FOR CPA FIRMS: SUREPREP DEMO
Recorded Date
November 8, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
INTRODUCING THE SUREPREP TAX PROCESS + CUSTOMER Q&A
Recorded Date
November 1, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
AWARD WINNING INNOVATIONS IN 1040 TECHNOLOGY
Recorded Date
October 2, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
PROSYSTEM FX SCAN + MY1040DATA VS 1040SCAN + TAXCADDY COMPETITIVE ANALYSIS
Recorded Date
September 25, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
YOUR 1040 CLIENTS WANT MOBILE OPTIONS: ARE YOU DELIVERING?
Recorded Date
September 5, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
A DEEP DIVE INTO THE NET INVESTMENT INCOME TAX
Recorded Date
June 13, 2018
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
PATENT-PENDING TECHNOLOGY TO DRAMATICALLY IMPROVE SCAN-AND-POPULATE
Recorded Date
June 12, 2018
Cost
Free
Presentation Length
0.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
TAX REFORM: CUTTING EDGE TAX PLANNING FOR HIGH NET WORTH AND INCOME
Recorded Date
May 16, 2018
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Update
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
HOW TO USE TECHNOLOGY TO CREATE AN EXPERIENCE FOR YOUR 1040 CLIENTS
Recorded Date
December 29, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
1040 SCAN (VERIFY) AND POPULATE
Recorded Date
November 28, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
1040 PRODUCTIVITY SOLUTION DEMO: TAXCADDY - FEATURING JIM BOOMER
Recorded Date
October 23, 2017
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
INTRODUCING THE SUREPREP TAX PROCESS
Recorded Date
October 17, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
1040 PREPARATION AS EASY AS 1, 2, 3
Recorded Date
October 27, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
LACERTE TAX SCAN AND IMPORT VS. 1040SCAN COMPETITIVE ANALYSIS
Recorded Date
August 11, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
KEYS TO SUCCESS FOR TAX AUTOMATION AND OUTSOURCING
Recorded Date
August 4, 2016
Cost
$18.75
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
INCREASE YOUR 1040 LEVERAGE & PROFITABILITY BY IMPROVING REVIEWER EFFICIENCY
Recorded Date
July 30, 2015
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
Alex Sadovsky
SurePrep
Vice President of Artificial Intelligence
alex.sadovsky@sureprep.com
(800) 805-8582 x3
Ryan Whittaker
SurePrep
Sr. Applied Research Scientist
ryan.whittaker@thomsonreuters.com
(800) 805-8582 x3