The Future of Tax Automation: SafeSend, SurePrep & UltraTax CS
Date: Monthly through March
Time: 1:30-2:30 pm EST
Hosted by Thomson Reuters
For tax professionals and firm leaders ready to modernize, discover how SafeSend, SurePrep 1040SCAN, and UltraTax CS seamlessly integrate into a powerful Automated Tax Suite, designed to transform your entire workflow and eliminate tedious manual pain points.
Join our webinar to explore:
- Comprehensive visual overview – See how SafeSend, SurePrep 1040SCAN, and UltraTax CS work together today to tackle critical challenges like data entry, client collaboration, and compliance.
- Exclusive TY2025 enhancements preview – Get an insider look at innovative upcoming features that will further streamline your tax preparation process.
- Future-ready tax practice vision – Explore our ultimate roadmap for creating a truly unified, highly efficient, and scalable tax workflow solution.
Join this exclusive demonstration of how integrated automation can transform your workflow into a modern, efficient, and future-ready tax practice.
Please note: CPE credit is not offered.
Meet you speakers
Brian Wilson
General Manager, Tax, Thomson Reuters
Drew Luehm
Senior Solutions Consultant, Thomson Reuters
Zac Meyer
Vice President, Product Management, Thomson Reuters
Christie Johnston
Director, Product Management, Thomson Reuters
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