This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
CPA - medium firm
CPA - large firm
Other
Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have,” it’s a requirement in the post-COVID-19 world.
In this session, we’ll look at the top three issues facing firms and discuss how to address them. We’ll show how a completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience.
Learning Objectives:
- Determine how to get access to tax documents the day they’re issued from banks, brokerages, and payroll service providers
- Determine how to eliminate data entry in tax software
- Identify how to reduce review time by 50%
- Recognize how to offer modern, mobile conveniences to your 1040 clients
David Wyle, CPA
Thomson Reuters
General Manager, Audit
david.wyle@thomsonreuters.com
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.
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