Live Software Demonstration of The End-to-End Digital 1040 Tax Return

In this session, we demonstrate a completely digital, end-to-end 1040 tax return that lowers costs, increases efficiency, and improves the client experience. Paper 1040 organizers, manual data entry into tax software, and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms use mobile apps, paperless workpapers, and Optical Character Recognition to streamline their processes. This live software demonstration will cover the following workflow steps and more: - Requesting and receiving digital documents and e-signatures from clients - Sending digital documents through Optical Character Recognition to eliminate data entry - Preparing and reviewing digital workpapers - Delivering tax returns electronically - Invoicing and receiving payment Attendees will learn how the SurePrep Tax Process delivers seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Watch the entire tax workflow review to see what improvements your firm can make to your 1040 process!