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Overcome the Staffing Crisis With Advanced 1040 Automation

OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION

Available Date(s)
Wednesday, December 11, 2024: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personnel/Human Resources
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

How can you create a workplace that top tax professionals actually want to work for? Qualified staff are increasingly difficult to recruit and retain in today’s competitive landscape. This webinar examines what tax professionals want from their employers in 2024 and demonstrates how modern technology can help.

Learning Objectives:


  • Identify what current industry trends could mean for the future of staffing

  • List the perks and benefits top tax professionals are asking for in job negotiations

  • Recognize how automation correlates with improved work-life balance

  • Recommend how a digital 1040 workflow enables increased efficiency and professional development

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Carrie Bellinger

Thomson Reuters
Solution Consultant, Tax Workflow
[email protected]

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Carrie is a Senior Solution Consultant with Thomson Reuters and has been with the company for over six years. Her main focus is tax and advisory and provides insights on software solutions to help improve client processes and automation. With over 30 years of experience in management, software delivery and process improvement, Carrie enjoys providing firms with product knowledge and software solutions to contribute to their success and growth.    

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About Our Presenter

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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.