Professional Tax Automation Success Stories | SurePrep

Success Stories

Read the success stories of firms who improved their profitability and efficiency with SurePrep's 1040 automation solutions

Kelling, Bocovich & Co., LTD

David Kelling, CPA and President of Kelling, Bocovich & Co., LTD knows all too well the inefficiencies of working with paper files. Just a few years ago, his firm still supported a paper-heavy tax workflow. But not anymore…

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LaPorte CPAs & Business Advisors

Crissie Landry, CPA and Director of Tax Services at LaPorte CPAs & Business Advisors (LaPorte), has first-hand experience making the transition from a paper-heavy to a completely paperless tax workflow. “I was originally with a firm that supported a manual, paper-laden tax process. In 2007, that firm merged with LaPorte. When I joined LaPorte…

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Cottrill, Arbutina & Associates PC

While Joe Bevevino, CPA, Vice President & Shareholder, was quick to assert that the firm would never go back to a manual, paper-heavy tax process, he also shared that the journey down the paperless trail was not without its bumps. “The first year was challenging. We worked hard at ‘process conformity…

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Shusko Associates, LLP

Susan Shusko began her own accounting practice in 1991, operating as a sole practitioner. Over the past two decades Susan’s firm has grown substantially, making time management very difficult during busy season. Searching for some relief from her tax season workload compression, Susan implemented tax document automation which now allows her to work less…

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