- Why SurePrep
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SurePrep makes your tax practice more productive and profitable. We are the leader in 1040 automation for CPA firms. Our solutions are not secondary products in a tax software suite—they’re our primary focus. That’s why our scan and populate software automates the processing of 4x – 7x as many documents as our competitors and streamlines the collection of those documents with solutions your clients will use and love.
The combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while improving client service.
Eliminate the paper organizer
Convenient, mobile solution your clients will love and your staff will appreciate.
Industry-leading scan-and-populate solution to automate 4 – 7x as many documents.
Save reviewer time with automated, standardized workpapers.
There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.
Trusted by some of the largest CPA firms in the world
SurePrep leverages Microsoft’s Azure infrastructure to ensure data security through encrypted communications, threat management and mitigation practices, including regular penetration testing.
SurePrep uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.
SurePrep has been independently audited, tested and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.
We’ve been helping customers implement new technologies since 2002 and we continue to perfect our implementation methodology today. To ensure a successful implementation, we will work with “champions” at your firm to customize a training and implementation plan.
Join 2 of the Big 4, 5 of the Top 10, half of the Top 100, and nearly 1,000 small to mid-sized firms who have automated their 1040 workflow with SurePrep.
What if you had access to your clients’ source documents the day they were issued from more than 300 banks, brokerages and payroll service providers? And what if the data exported directly to your existing tax software? Attend this webinar to learn how to increase 1040 profitability, and boost client satisfaction.
In this success story BDO explains how they leverage a mix of SurePrep solutions, TaxCaddy and 1040SCANverify with SPbinder, to vastly improve their 1040 process across the board. They’ve been able to increase productivity, improve client service and make more efficient use of time and talent.
Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to answer organizer questions, upload documents, and snap pictures of documents with TaxCaddy app for iPhone and Android.