Virtual

Lessons from Last 1099 Season: What the Top 1% of CPA Firms Did Right

Date: Sept. 25, 2025

Time: 11 a.m. – 12 p.m. PT

CPE: 1

Overview

This session addresses the operational and compliance challenges CPA firms face during 1099 season, from handling high volumes and incomplete vendor data to navigating workflow gaps, client dependencies, and increasing regulatory scrutiny.

Attendees will gain a checklist and learn what the top 1% of CPA firms do differently: early and clean data collection, scalable and repeatable workflows, and proactive risk mitigation. They’ll leave with proven strategies to boost filing speed, accuracy, and team readiness, while staying audit-proof.

The session will spotlight Tax1099 - an IRS-authorized eFiling and analytics platform powering high-volume filings for top firms. Learn how leading CPAs use it to drive automation, enforce data hygiene, assign user roles, and track form readiness in real time.

Product Code
1000004293-134335
Credit Type
CPE: 1
CPE-Technical: 1
Intended Audience
CPAs and Enrolled agents
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None

Learning Objectives

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

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

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

Major Subjects

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 paying vendors, TIN Matching, and ensure all payment data is 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?
Using Tax1099 Business Suite analytics to track form readiness

Faculty

Ed Pratt

Ed Pratt is a Co-Founder and Chief Operating Officer at Zenwork. He has 25 years of experience in HR, payroll, and tax compliance. Prior to becoming a co-founder of Zenwork, he worked at ADP for 10 years and a division of PWC (later Bank of NY Mellon) for 5. He lives in Maryland with his wife, their son, one cat, and one dog. His two older children are thankfully self-supporting and even come to see him from time to time.

More about Ed Pratt

Lessons from Last 1099 Season: What the Top 1% of CPA Firms Did Right

Member

Nonmember

Overview

Product Code

Credit Type

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Faculty

Sponsors

With Additional Sponsorship Support From