The tight labor market is showing its impact on firms across the nation. In response, many firms are leveraging 1040 automation to reduce or eliminate data entry into tax software.
This webinar will show attendees how to use robotic process automation to retrieve client documents, reduce optical character recognition verification, and reduce staffing needs at a fraction of the cost of full preparation outsourcing.
CPE Information
Program Learning Objectives
- Recognize the use of robotic process automation to retrieve client source documents the day they are issued
- Identify patented technology to reduce optical character recognition verification
- Recall SurePrep’s unique verification outsourcing service
- Identify ways to reduce staffing needs for a fraction of the cost of full preparation outsourcing
Target Audience: Tax professionals
CPE Credits: 1.0
Field(s) of Study: Tax, Technology
Fees: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advance Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647
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