Never hand-key another W-2 or K-1: Automate your workflow with SurePrep + Additive
This webinar series runs on select Wednesdays from April through June 2026.
April 29 | May 20 | June 17
Time: 11:00 AM ET
Hosted by Thomson Reuters
Tired of manual data entry and document chaos during tax season? See how leading firms are automating their 1040, 1041, and 1065 workflows with SurePrep; plus, discover how Additive is transforming K-1 processing for asset and wealth management firms.
Join us for a demo and discover:
Document automation – OCR technology automatically reads, splits, and organizes client documents in ~40 seconds per page, creating a structured folder system that mirrors your tax software.
90% less data entry – Upload documents and export completed data into UltraTax, GoSystem Tax, or Lacerte in 8 seconds. Watch a 53-page file transform into return-ready data in real time.
Intelligent safeguards – Automatically catch duplicate documents, prior-year forms, mixed client files, and superseded 1099s before they become problems.
All-in-one review center – SPBinder consolidates your engagement management, PDF annotation, and calculations with cross-referencing, calculator tapes, four-level sign-offs, and auto-updating lead sheets.
K-1 extraction in minutes, not hours – Additive uses purpose-built GenAI to extract K-1s (1065, 8865, 1041, 1120-S), K-3s, 65 state forms, 199A, 926, 8621, and UBTI from PDF to Excel with over 99% accuracy on characters of income and over 95% on footnotes—processing tens of thousands of pages hundreds of times faster than manual data entry.
Whether you're drowning in paper, managing complex partnership returns for high-net-worth clients, or want to focus on advisory work instead of data entry, this demo will show you the practical path forward.
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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