Find your flow: 1040 tax workflow tips
Streamline tax preparation and filing and relieve the stress in the 1040 tax workflow process.
What you will take away
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.
Vice President of Marketing, SurePrep, LLC
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 24 years of sales and marketing experience in the tax and accounting industry.
Product Marketing, Thomson Reuters
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.