Complete your tax automation: How SurePrep + SafeSend process 95-98% of returns with less staff
This webinar series runs on select Wednesdays from May through June 2026.
May 27th | June 10th
Time: 11:00 AM ET
Hosted by Thomson Reuters
Discover how leading firms are processing 95–98% of returns through automation — saving hours per return while doing more with less staff. Now's the time to make next tax season look different.
Join us for a demonstration of the industry's leading tax workflow accelerators and how they work with the tax software you already use — creating one seamless experience with no platform migration required.
SurePrep automates document collection, data extraction, and workpaper organization, while SafeSend streamlines return assembly, delivery, and e-signature. Together, they eliminate the most time-consuming steps in your tax process, regardless of your tax engine.
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
- Automated data export directly into your tax software — compatible with all major platforms
- 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 — regardless of which tax software they run.
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 at this time? Register anyway — we'll send you a recording to watch at your leisure after the event airs.
© 2026 Thomson Reuters. All rights reserved. Use of Thomson Reuters websites and services is subject to the Terms of Use and Privacy Statement.