What do you want to do?

GATHER
PREPARE
REVIEW
DELIVER

Streamline the gathering of data and documents from clients

Eliminate the paper organizer
Delight clients with a modern, mobile experience
Secure and trusted by leading firms
learn more about TaxCaddy
SurePrep-Software-Circle-Gather

Automate workpaper preparation and eliminate data entry

Automate preparation
Reduce or eliminate data entry
Eliminate OCR verification
learn more about 1040SCAN

Increase tax workpaper preparation and review efficiency

Minimize review time
Standardize workpaper preparation
Increase staff leverage
learn more about SPbinder
SurePrep-Software-Circle-Review

Electronically deliver tax returns, vouchers, and invoices

Automate assembly
Streamline delivery
Enable e-signatures
learn more about TaxCaddy

See if SurePrep is right for your firm

Our simple, 6-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.

Perry Partner

Perry has watched her firm steadily grow over the years, but that growth has also presented new challenges. Her team is experiencing unprecedented workload compression during peak season and her clients are emailing blurry photos of source documents rather than mailing them in. She’s decided that it’s time to make the leap to a digital workflow, but she’s very careful about selecting the right one. Perry wants to adopt digital automation solutions that will address the entire 1040 process in order to increase profitability, reduce workload compression, and improve client service.

Perry wants to...

Increase firm profits
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Robin Reviewer

Robin reviewed paper-based tax workpapers for years, but her firm recently went digital to enable work from home. This means Robin’s workpapers are now scattered across a collection of PDF, Excel, Word, and email files. Her firm’s document management system lacks standardized organization and annotations. The new digital process has actually made her less productive and she misses the flexibility of paper. Robin wants the ability to work from anywhere and collaborate in the cloud, but she also wants to work more efficiently.

Robin wants to...

Reduce Reviewer time
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Paul Preparer

Paul recently graduated with an accounting degree and accepted a preparer position with the firm. He’s eager to grow his career as a tax professional, but he’s discouraged by the amount of data entry and verification the job entails. Not only is it time consuming, but it’s also not useful to him as a young tax professional looking to gain valuable experience. Paul would like to reduce the amount of data input and verification in his work routine and instead spend that time on value-added tasks that will benefit him in the long term.

Paul wants to...
Eliminate data entry
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Alice Admin

Alice manages incoming documents from taxpayers while also delivering traditional organizers, signature forms, and completed returns back to them. During tax season, the clutter of documents that need to be scanned, printed, and organized becomes so immense that she can barely keep up. Alice would love to implement a digital platform that simplifies the gathering and delivery of documents so she can stay on top of her work and avoid bottlenecks.

Alice wants to...

deliver a modern client experience
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Tom Taxpayer

Tom has a good relationship with his CPA firm, but he feels that their service has become outdated. He makes bank deposits, pays bills, and stores important documents on his smartphone, so he doesn’t see why they’re still sending him a traditional organizer in the mail every year. He would prefer to upload documents to the cloud, but doesn’t have an easy way to do so. Tom wishes his firm provided a digital, mobile-friendly platform for taxpayers so he can provide documents, electronically sign forms, and make payments with ease.

Tom wants to...

enjoy a modern client experience
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Who are our customers?

We enable 3 of the Big 4, 6 of the Top 10, half of the Top 100, and over 1,000 small to mid-sized firms to automate their 1040 workflow.

Firms who have the best success with our process are those whose clients send in their information and expect the return to be processed without them coming in to the office.

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.
CONTACT SALES
(800) 805-8582 Ext. 3sales@sureprep.com
17890 Sky Park Circle
Irvine, CA 92614
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