Scan-and-populate solutions reduce data entry, but most require tax preparers to spend time verifying the OCR’d data since scan-and-populate solutions can’t guarantee 100% accuracy. Until now.
Attend this webinar to learn about a new technology that eliminates human verification. We’ll explain how the technology works from a technical perspective and discuss real-world data and examples of the benefits.
We will show how 1040SCAN reduces verification time and cost by automatically identifying non-standard documents and removing them from verification and eliminating the need to verify native PDFs like those received directly from the banks, brokerages and payroll service providers and more.
SurePrep's solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Thomson Reuters
General Manager Audit
[email protected]
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.