Press Releases

posted on September 20, 2011

FOR IMMEDIATE RELEASE

SurePrep Releases SPbinder™, the First Electronic Workpaper Application that Integrates Images, Excel, Word and Emails into a Single Paperless Binder

(NEWPORT BEACH, CA, September 20, 2011) – SurePrep announces that it now offers SPbinder, an electronic binder application that allows users to prepare, review and share a paperless set of workpapers for any engagement type. Now firms can further leverage SurePrep’s industry leading electronic tax binder technology across more than just tax returns, thereby creating a high level of workpaper automation and standardization that will drive cost and efficiency gains to the bottom line.

“We’ve been the leader in 1040 and 1041 paperless tax binders for seven years and are excited to now offer our electronic binder application for all engagement types. Our clients have been asking for a paperless binder application for their business returns, accounting engagements and other services for some time and we’re now giving them what they want – a way to implement a paperless workflow without sacrificing the flexibility that paper based binders provided.” said SurePrep President and CEO David Wyle.

SPbinder enables tax and accounting practices to greatly reduce the time required to prepare and review workpapers while enforcing standardization across the firm. SPbinder allows firms to create binder templates for each type of engagement. Included in these templates are customized, multi-tiered indexes that standardize the organization of your workpapers. SPbinder templates can also contain PDF, Microsoft Excel or Microsoft Word files eliminating the time required to index and organize these files in your paperless binder. Additionally, Microsoft Outlook emails can be dragged right out of Outlook and dropped into SPbinder for fast and easy inclusion in your workpapers. Excel, Word and Email files can be annotated and cross referenced to document images allowing firms to create a truly complete paperless binder. Since the Excel and Word files integrated in SPbinder are fully functional, you are free to make changes to them without having to reprint them to PDF or manage them as separate files.

SPbinder also takes advantage of SurePrep’s patent pending technology that allows firms to index all file types at the workpaper level. This means that not only can you index each page of a PDF file but you will also be able to index each worksheet in an Excel workbook separately. This added level of indexing allows a single spreadsheet to be indexed in all of the appropriate sections of the workpapers making the review of an engagement significantly faster.

Company Overview

Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools, automatic tax return population functions and onshore and offshore outsourcing options are used by hundreds of accounting firms across the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting fully digital document retention. SurePrep’s products and services have been used in the preparation of nearly 1,000,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.

For More Information

For more information on SurePrep’s products and services please visit http://www.sureprep.com or call 1-800-805-8582

SurePrep and SPbinder are trademarks or registered trademarks of SurePrep, LLC.

Microsoft, Excel, Word and Outlook are trademarks or registered trademarks of Microsoft Corporation.

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Industry Experts Say..

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


 


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