This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
CPA - medium firm
CPA - large firm
Are clients emailing you blurry photos of tax documents? Banks let clients photo-scan checks with their smartphones and it’s time tax professionals offered the same convenience.
In this webinar, you'll learn how to provide taxpayers with an all-in-one 1040 platform for e-signatures, invoicing, photo-scanning, and more.
Learning Objectives:
- Evaluate an end-to-end demonstration of the mobile taxpayer platform
- Distinguish between a portal and a platform
- Identify how digital document gathering works, including auto-retrieval and photo-scanning
- Recognize how to customize app options like brand colors, firm logo, and invoice payment options
- Determine how digital return delivery works, including IRS-authorized KBA e-signatures
- Give examples of 1040 mobile apps in the financial services landscape
David Wyle, CPA
Thomson Reuters
General Manager Audit
[email protected]
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.
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