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Free Webinar: Improving Reviewer Efficiency
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Free Webinar: Improving Reviewer Efficiency

Learn how leading edge firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model. We’re going back to the future.

7/23/2015
When: Thursday, July 23
2-3 pm EDT

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In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless.”

Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well document workpapers so review efficiency suffers.

SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar.

Learn how leading edge firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model. We’re going back to the future.

Learning Objectives:

  • The relationship between 1040 tax workpapers and leverage
  • How many firms lose leverage when going “paperless”
  • How to return to professional service fundamentals
    • Standardized workpaper indexes
    • Standardized tickmarks
    • Cross referencing
    • Leadsheets and workpapers
  • How SPbinder facilitates a highly efficient review
    • Reduced review time = Increased leverage
  • Q&A

Who Should Attend?

Partners, Managers and Firm Administrators

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