Remote audit best practices

Find your flow: 1040 Tax workflow stress relief

Date: June 9, 2022

Time: 1:00 - 2:00 p.m. ET

Hosted by Thomson Reuters

Many firms struggle with “workload compression,” a phenomenon caused by faulty processes in your workflow leading to stress on accountants, clients, and the overall firm dynamic.

What if you could at once streamline your efforts, gain tools to maximize efficiency, provide a great client experience, and most importantly relieve the stress those common grievances in the 1040 tax workflow process causes?

Join Greg Pope, Vice President of Marketing at SurePrep, and Corey Greene, Senior Product Marketing Manager at Thomson Reuters, as they provide solutions to common 1040 tax workflow pain points.

They’ll review the 4 phases of workflow: Gather, Preparation, Review, and Delivery.

By the end of the webcast, you should gain knowledge on how to best streamline these phases, so you can attract new talent, retain top talent, maximize your profit, gain new clients, and walk away with less stress on your firm. Register today!

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Greg Pope

Greg Pope is the Vice President of Marketing for SurePrep, LLC and directs the planning, design and implementation of all customer facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing and communications reflect the company’s message, positioning and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has twenty-four years of sales and marketing experience in the tax and accounting industry.

Corey Greene

Corey Greene has been with the Tax & Accounting Professionals business of Thomson Reuters since June of 2013 and currently serves on the Customer Proposition team, where he’s responsible for contributing to product roadmap decisions, sales and marketing strategy, product packaging decisions, and the building of strategic relationships. Corey’s prior experience within the organization includes serving as the Product Manager of Tax Software. In this role, Corey helped define sales and marketing strategies, pricing options, and product roadmap prioritization. He also spent several years in Technical Support serving as Product Lead for both UltraTax CS and GoSystem Tax RS, which included training both staff and customers. Corey graduated from Eastern Michigan University with a Bachelor of Business Administration in Accounting and is a 2020 MBA graduate candidate at EMU.