End-to-end tax automation: How leading firms process 98% of returns with less staff
This webinar series runs on select Wednesdays from April through June 2026.
Event Date: April 22 | May 13 | June 24
Event Time: 11:00 AM ET
Hosted by Thomson Reuters
Now's the time to transform next tax season. Discover how leading firms are processing 95-98% of returns through automation—saving hours per return while doing more with less staff.
Join us for a demonstration of the complete end-to-end workflow that connects SafeSend, SurePrep, and UltraTax CS into one seamless experience.
What you'll see in this demo:
- Automated client document gathering with SafeSend's AI-powered organizers and conditional logic
- 95% accurate data extraction from 500+ document types using SurePrep's market-leading OCR technology
- One-click workflow management directly within UltraTax CS - no switching between applications
- Automated e-filing that triggers once client signatures are received
- Real customer results: Firms increasing revenue with fewer staff and processing 95-98% of returns through automation
Perfect for: Tax professionals who just survived another grueling season of manual data entry, firms facing talent shortages, and practices ready to make next year dramatically different.
Busy on this time? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.
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