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SurePrep
(800) 805-8582 x3
www.sureprep.com

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.

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     
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Will Hosek

SurePrep
Chief Innovation Officer
whosek@sureprep.com
(800) 805-8582 x3

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Alex Sadovsky

SurePrep
Vice President of Artificial Intelligence
alex.sadovsky@sureprep.com
(800) 805-8582 x3

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Ryan Whittaker

SurePrep
Sr. Applied Research Scientist
ryan.whittaker@thomsonreuters.com
(800) 805-8582 x3

Professional Bio.

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