The Center for Project Management and SurePrep have partnered to deliver SurePrep's industry leading tax workpaper automation solutions with CPM's proven change management methodology and tools. View the partnership announcement here. Download the change management whitepaper that presents a solution for the successful implementation of the SurePrep solution here. You can listen to Episode 7 of our podcast series here, in which Raj Kapur, Executive VP, The Center for Project Management and Darren Root, Executive Editor, The CPA Technology Advisor discuss how successful accounting firms manage the change to automated tax workpapers.

Beginning in June of 2011, the Center for Project Management will be offering CPE accredited webinars which will provide expert guidance to firms interested in implementing automated tax workpapers. For more information please visit our CPE page.

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From the CPA Practice Advisor's July 2011 review of Tax Document Automation Systems:

"SurePrep was one of the earliest entrants into the tax document automation field, and has evolved and extended its offerings to meet the demands of practitioners. SurePrep’s 1040SCAN application is focused on reorganizing the workflow inside of tax and accounting firms..."   read more