Looking for ways to automate your 1040 tax workflow? Hear from two accounting firms as they share their experiences implementing automation and how they’re using SurePrep to streamline the entire tax prep process, from data collection to review and filing. Whether you're considering SurePrep for your firm or simply curious about the latest tools and processes in tax automation, this webinar is for you.
Learning Objectives:
Thomson Reuters
Solutions Consultant
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With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.
RootAdvisors
Director of Operations
With more than two decades of experience in the accounting profession, Sean shapes the firm’s operational strategy and technology ecosystem. He oversees our operational goals, efficiency measures, and client service quality. Sean is highly esteemed throughout the industry and has been a repeat honoree in CPA Practice Advisor Magazine’s “40 Under 40” accounting professionals list.
A CPA Inc.
Founder & President
As a former math teacher turned CPA I have found an arena where my math and teaching abilities can be utilized. Being an accountant allows me the opportunity to work with numbers as well as educate my customers in the areas of tax and financial accounting.