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PROSYSTEM FX SCAN + MY1040DATA VS 1040SCAN + TAXCADDY COMPETITIVE ANALYSIS

Who should attend this session? Firms who use CCH Axcess Tax, CCH Global fx Tax, or CCH ProSystem fx Tax.
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

1040 tax preparation can be more streamlined and automated than ever before, but all solutions are NOT created equal. If you’re using ProSystem fx Tax for tax prep and/or ProSystem fx Scan + My1040Data or you plan to evaluate your options, this webinar is for you. We will show how ProSytem  fx Scan + My1040Data and 1040SCAN + TaxCaddy compare in terms of:

This webinar will include:


  • Client service (My1040Data vs TaxCaddy)

  • Source document coverage (Pfx Scan vs 1040SCAN)

  • Efficiency, accuracy and automation

  • Tax workpaper preparation and review using SPbinder vs. Adobe Acrobat

  • Additional services like 1040SCANverify and full preparation outsourcing

  • Total cost of ownership

Not logged
Testimonials
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Caroline Mazetis (Jackson Hewitt)

"Excellent webinar! Product demonstration was very helpful."
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Edward Dowaschinski (Dunes Securities Corporation)

"Excellent presentation."
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Duane, WA

"This will make filling out form 1040 much more efficient and accurate!"
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LueDora, LA

"Gain a better understanding of the differences."
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Kenneth Harris (Kenneth Harris CPA)

"Well presented webinar by a knowledgeable presenter."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.