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1040 Tax Document Automation Systems Review (3465)
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"The gap between the ""haves"" and ""have nots"" in tax workflow automation continues to grow wider. If you are a 1040 tax practitioner you will want to attend this course for an objective review of the top selling tax document automation applications. This software is used to help you improve the quality and efficiency in getting your 1040 source documents scanned and organized. It can also be used to automate the transfer of data directly from source documents into your tax software ""han

7/24/2015
When: 07/24/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: John H. Higgins, CPA.CITP
Contact: April Deneault
801-834-6634

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The gap between the "haves" and "have nots" in tax workflow automation continues to grow wider. If you are a 1040 tax practitioner you will want to attend this course for an objective review of the top selling tax document automation applications.

 

This software is used to help you improve the quality and efficiency in getting your 1040 source documents scanned and organized. It can also be used to automate the transfer of data directly from source documents into your tax software "hands-free."
 

Objectives:

Upon completion of this course you will have observed an "independent review" of the top selling software solutions that will help you automate your 1040 tax document processing so that you can make an informed decision about the solution that is best suited for your practice.


 

Major Subjects:

The topics that will be covered in this course include: Overview of 1040 tax document automation software features and functions Independent review of top selling solutions including; CCH ProFx Scan, GruntWorx, SurePrep 1040SCAN and Thomson-Reuters Source Document Processing, Features that will be reviewed include: scanning and document organization, 1099 consolidated brokerage statement capital gains schedule automation, automated tax software data population, workflow tools and more.

 

Designed For:

Anyone who prepares 1040 tax returns

 

Prerequisite: 

None

 

Advanced Prep:

None

  

Speaker: John H. Higgins, CPA.CITP

Vendor: CPA Crossings, LLC

Field of Study: Taxation

Level: Overview

CPE Credit: 2 Hours

Acronym: TD011W

 

Registration Fees:

$79

  

Register here


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