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.
All webinar attendees will receive our latest informative whitepaper titled The Fundamentals of Paperless Tax Workpapers.
The relationship between 1040 tax workpapers and leverage
How many firms lose leverage when going “paperless”
How to return to professional service fundamentals a) Standardized workpaper indexes b) Standardized tickmarks c) Cross referencing d) Leadsheets and workpapers
Standardized workpaper indexes
How SPbinder facilitates a highly efficient review
Q&A
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.