- 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
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.
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.
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.
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.
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.
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.