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PLEASE NOTE that this webinar is sponsored by Zenwork. By agreeing to register for this webinar, you are allowing the Illinois CPA Society to share your email and mailing address with this sponsor post-event.

Date(s):

10/23/2025

Registration Open:

10:45 AM - 11:00 AM

Time:

11:00 AM - 12:00 PM

Facility:

Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Taxes (1.00)

Level of Knowledge:

All

Price:

Member: $0.00
Nonmember: $35.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

Every CPA firm files 1099s, but not every firm does it efficiently.  In this webinar, we’ll unpack how top-performing firms have transformed their 1099 process, from chasing data to controlling it. We will reveal the scalable workflows, clean data collection process and strategies they use to file faster and smarter without compromising on accuracy. So, your team can streamline the process before the next deadline hits. 

Learn the best practices like driving automation, how to reduce error and tracking form readiness in real time that are used by Top 1% CPA firms that file thousands of forms without breaking a sweat. 

1.      Recognize proven strategies top-performing CPA firms use to scale 1099 filing with speed, accuracy, and audit-readiness. 

2.      Identify common breakdowns in vendor data collection, approval workflows, and client coordination that delay or compromise submissions. 

3.      Apply advanced features in the Tax1099 to automate validations, track form readiness, and drive filing precision at scale.

This webinar will be relevant to CPAs who handle 1099 filing  

 

Highlights

Patterns of success: What top-performing firms have in common 

·         Strong vendor data collection 

·         Consistent and repeatable process 

·         Fear factor (penalties) 

Smart vendor data hygiene before December 

·         Identify data gaps before making payments to vendors 

·         TIN Matching  

·         Are all payments data present? 

Workflow structuring: Approval chains, client coordination, bulk validations 

·         Ideal process vs reality of process 

·         Dependency on clients - what if they aren't giving me what I need? 

·         Measure twice, cut once 

Using Tax1099 Business Suite analytics to track form readiness 

Speaker(s)