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ProSystem fx Scan vs. 1040SCAN Competitive Analysis
Computer Software and Applications

PROSYSTEM FX SCAN VS. 1040SCAN COMPETITIVE ANALYSIS

SurePrep's solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax. This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

Recent advancements in Artificial Intelligence and auto-verification deliver meaningful 1040 scan-and-populate benefits. If you’re using CCH Axcess Tax or ProSystem fx Tax with ProSystem fx Scan, or you plan to evaluate your options, this webinar is for you. In this webinar, we’ll speak with a firm that used both ProSystem fx Scan and 1040SCAN and compare the two solutions.

Learning Objectives:


  • Compare source document coverage

  • Differentiate between efficiency and accuracy

  • Evaluate verification options including Artificial Intelligence and auto-verification

  • Recognize the difference in tax workpaper prep and review

  • Summarize additional services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

David Wyle, CPA

Thomson Reuters
General Manager Audit
[email protected]

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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.

About Our Presenter

Sureprep thomson reuters logo
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.