Tax & Accounting

The SurePrep experience for CCH customers

The SurePrep experience for CCH customers
22:44

Speakers

Scott Keil

Tax Workflow Lead Thomson Reuters

What you will gain from this webinar:

See how SurePrep works with CCH Axcess to make tax preparation faster and easier.

This webinar shows how your firm can automate more of the tax prep process — from data entry to document review. You'll see different automation options, extensive tax form coverage, and smart document organization in action.
Watch how auto-verify technology delivers 100% accuracy while machine-learning gets smarter over time, automatically handling even non-standard documents.

Learn how custom workbooks give reviewers everything they need in one organized view, cutting review time significantly. See preparers complete returns without manual data entry, freeing your team to focus on client advisory and complex tax work.

Perfect for firms looking to solve staffing challenges and modernize their workflow.

  • Scott Keil
    Tax Workflow Lead, Thomson Reuters

    Scott Keil serves as Mid-Market Tax Workflow Lead at Thomson Reuters, where he drives sales strategy and revenue growth by coordinating cross-divisional initiatives and leveraging customer insights across tax workflow solutions. He leads and mentors a team of solutions consultants, focusing on their professional development while aligning presales strategies with broader business objectives.

Tax & Accounting

Master SurePrep efficiency for CCH Axcess users

Automate document processing and accelerate tax return preparation with SurePrep's advanced OCR, machine-learning, and custom workbook capabilities