Introducing the SurePrep Tax Process

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 we automate the processing of three times as many documents as our competitors and streamline the collection of those documents with software 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.

Gather with TaxCaddy

TaxCaddy helps Tom Taxpayer gather tax documents year-round. When Tom receives items like automobile registration notices, property tax bills and charitable donation receipts he photo-scans them with the TaxCaddy app for iPhone and Android.

When tax time comes, Tom and his tax professional are freed from the hassles of an old-fashioned organizer. Everything Tom’s tax professional needs is conveniently listed in TaxCaddy.

Engagement letters can be signed with a few taps, questionnaires can be completed on the go, and requested documents can be provided in several convenient and automated ways.

Tom can photo-scan documents with the TaxCaddy app for iPhone and Android. Tom can upload documents from his PC or Mac. Tom can even set TaxCaddy to automatically retrieve his W-2s, 1099s and 1098s from over 300 banks, brokerages and payroll service providers.

TaxCaddy saves Alice Admin time, too. She no longer needs to print and mail organizers, or receive and scan source documents. Everything is requested and delivered through TaxCaddy.

Automate Preparation with 1040SCAN

Paul Preparer gets access to Tom’s documents as soon as they’re uploaded or retrieved so he can start the return sooner, reducing his tax season workload compression.

Since Paul uses 1040SCAN, he finishes the return faster as well. 1040SCAN automates three times as many tax documents as its competitors.

Streamline Review with SPbinder

Robin Reviewer loves the time saved by SPbinder’s easy-to-review workpapers.

Standardized workpaper organization and tickmarking tools speeds up review.

Hyper-linked cross-references across all file types (PDF, Excel, Word & Email workpapers) makes getting to the source of any number a breeze.

Open items and review notes facilitate collaboration between the engagement team.

Up to four levels of workpaper sign-offs across all file types (PDF, Excel, Word & Email workpapers) make it easy to know where you left off or what’s changed since your last review.

Deliver with TaxCaddy

When the return is done, Alice simply uploads PDFs of the tax return and 8879 to TaxCaddy.

Tom reviews his return and e-signs the 8879 with supreme ease and convenience. Tom loves how TaxCaddy simplifies tax time.

The SurePrep Tax Process

Firms that use a combination of TaxCaddy, 1040SCAN and SPbinder benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated. Review efficiency is maximized. And client service is improved.

SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Click Talk to Sales above to schedule a demonstration or click below to learn more.

TaxCaddy  1040SCAN  SPbinder  Outsource