The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers.
Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from three times as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.
In this informative webinar you will learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while dramatically improving client service. We will speak with a SurePrep customer that uses TaxCaddy and 1040SCANverify to streamline their 1040 preparation process.
Julie Warmate (MBI ASSOCIATE)
"The presenter was very knowledgeable and I enjoyed this webinar because , it was all caring about clients thru the season and keep them inform."DR CHARLIE M VALLE (V.X.I. GROUP, INC)
"The Webinar was very helpful and easy to understand from our end this application is a great addition to our software."Grace Quintana-Trujillo (Grace's Bookkeeping / Tax Services)
"This webinar made me realize that SurePrep will make tax preparation a breeze."Gladys Thompson (Gladys' Mobile Tax)
"Lots of knowledgeable information"Lana Yatskina (V&L Professional Service Co)
"Great information presented"Kathryn, CA
"Impressive integrated tax prep process with easy-to-understand explanation of rationale plus functionality and with realistic customer feedback regarding how to overcome obstacles encountered in this type of process adoption."Gary, NC
"Very informative. I was not familiar with this technology prior to the webinar."Cynthia, CA
""I thought the speakers marketed the product very well. Sounds exciting!"
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.