The most productive 1040 tax automation solution on the market.
SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.
The SurePrep Tax Process
Your firm is ready for 1040 automation. Are you?
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.
Why is Digital 1040 Transformation Important for Your Firm and Clients?
Learn how other firms have successfully transformed their tax preparation process with SurePrep’s solutions.
TaxCaddy
Eliminate the paper organizer
Delight taxpayers and enable admin staff to Work From Home with our digital client collaboration platform. No more printing and mailing organizers or scanning documents.
POPULAR FEATURES
- Automatic document retrieval with Smart Links
- E-Signatures with KBA for 8879s
- iPhone, iPad, and Android apps
1040SCAN
Automate preparation
Eliminate data entry with our industry-leading scan-and-populate solution, which automates 4–7x as many documents as the competition and exports data directly to your tax software.
POPULAR FEATURES
- Auto-verification for Native PDFs [PATENTED]
- Easily identify missing source documents
- Prevent duplicate data from exporting
SPbinder
Streamline review
Maximize leverage and profitability by reducing reviewer time with our award-winning tax workpaper system. SPbinder is the only software made bespoke for tax professionals.
POPULAR FEATURES
- Top-down review
- Up to 4 sign-off levels—with change tracking
- Cross-reference and annotate all file types
Are SurePrep solutions right for your firm?
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.
Solid, safe, and secure
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.
Choose the 1040 tax return automation software that increases productivity
“How can my firm become more efficient?” That’s a question we often hear, both from accounting firms who still use paper-based processes and firms on the cutting edge looking to optimize. Here's our solution:
Seamless collaboration with clients
Your clients want convenient, mobile options that the paper organizer doesn’t deliver. Our award-winning 1040 solution, TaxCaddy, automatically retrieves documents like W-2s and 1099s, enables e-signatures, provides in-app messaging and a user-friendly design that facilitates easy collaboration between you and your clients!
Eliminate data entry into your tax software
1040SCAN’s industry-leading Optical Character Recognition (OCR) automates 4-7x as many documents as the competition. Now, with our newly patented technology for autoverification, you can even eliminate human verification for native PDFs.
1040SCAN compares the traditional OCR to the native PDF text layer. When the two layers match, the document is automatically verified with 100% accuracy – technology no other vendor offers.
100% Accuracy. No human verification.
Increase leverage with streamlined tax workpaper review
Think back to your days as a tax preparer. What workpaper preparation standards did you follow? Did you organize and index workpapers in a consistent manner? Did you use tickmarks and calculator tapes to show the work performed? Did you cross-reference amounts to show where they were coming from (or going to)?
You likely did these things because they enabled a fast review. Reducing review time is the key to maximizing leverage and profits. Our award-winning workpaper system, SPbinder, provides standardization that facilitates the most efficient, paperless review possible.
You’re in good hands with the experts in 1040 tax automation
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.
SurePrep is a preferred partner of the following professional associations
Bradshaw, Gordon & Clinkscales, LLC
In this success story we spoke with Ricky Adams, Tax Manager at Bradshaw, Gordon & Clinkscales, LLC about choosing a 1040 tax document automation solution that fits the firm’s needs, and their experience with SurePrep’s solutions. Ricky talked about the keys to 1040 tax return productivity and noted that their realization rates across the board are better. 1040SCAN ORGANIZE’s automatic bookmarking and standardization alone saves them as much as 30 minutes per return. The firm has approximately 45-50 staff with an office location in Greenville, South Carolina. They are a member of the BDO Alliance USA, and use UltraTax, 1040SCAN, and SPbinder.
Planning the Implementation of Mobile 1040 Tax Technology
Forward-thinking tax professionals are constantly searching for ways to improve their internal processes and enhance the client experience. Today’s mobile 1040 tax technology provides an opportunity to accomplish both. In this whitepaper, we’ll examine how the hotel, restaurant, and banking industries adopted mobile technology to remain competitive and provide clients with more convenient services. We’ll also show you how your firm can transform the 1040 tax client experience and eliminate inefficiencies in your current process with our award-winning mobile tax technology solution, TaxCaddy.
A Statistical Analysis of Firms Who Leverage Technology to Increase 1040 Tax Prep Profitability
In this session, we’ll look at statistical data to prove how technology-driven firms are reducing costs and increasing margins in their 1040 tax practices. We’ll demonstrate some of the ways you can use technology to drive savings to your CPA firm’s bottom line, including:
• Eliminating human verification for native PDFs
• Cutting review time in half so those hours can be spent on high-value services
• Leveraging onshore and offshore resources to reduce costs
• Automating and streamlining 1040 client collaboration
– SurePrep’s solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.