SurePrep - Scan-and-Organize, Scan-and-Populate

SPbinder is an electronic binder and workflow system that will drastically reduce the time you spend preparing, organizing and reviewing your workpapers.

List Price: $5

per engagement

Key Benefits

Allows you to build true workpaper indexes

Drastically reduces preparation and review time

Microsoft Excel, Word and Outlook integration

Allows for dynamically linked workpaper cross references

Comprehensive workpaper management

Workflow, sign-off and annotation functionality

True multiple monitor support

CPA Practice Advisor Rating

A tax productivity tool that reduces the time spent organizing source documents.

List Price: $10

per engagement

Key Benefits

Includes SPbinder

Automatically bookmarks & organizes standard documents

Reduces time spent creating client workpapers

Integrates with tax software to identify missing source documents

Promotes standardization of your paperless tax workpapers

All the benefits of 1040SCAN ORGANIZE plus a Schedule D export to Excel for easy import into your tax software.

List Price: $20

per engagement

Key Benefits

Includes SPbinder

Provides all the benefits of 1040SCAN ORGANIZE

Extracts unlimited gain/loss detail to Excel for analysis

CPA Practice Advisor Rating

The most advanced OCR solution in the tax and accounting industry.

List Price: $30

per engagement

Key Benefits

Includes SPbinder

Provides all the benefits of 1040SCAN ORGANIZE and TRADES

Automatically extracts data from standard source documents

Ensures accuracy by providing tools to facilitate the review of tax data

Automatically calculates state exemption for tax exempt interest

Eliminates the importing of duplicate data

Reduces data entry time by exporting extracted data to tax software

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