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 three to five times 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.
Increase your 1040 productivity
SurePrep's 1040 tax automation software helps you streamline your workflow, increase client satisfaction and saves you time so you can focus on higher value services.
TaxCaddy
Eliminate the paper organizer
Convenient, mobile solution your clients will love and your staff will appreciate.
POPULAR FEATURES
- Automated Document Request List
- E-Signature w/ KBA for 8879
- Client app for iPhone and Android
1040SCAN
Automate preparation
Industry-leading scan-and-populate solution to automate 4 – 7x as many documents.
POPULAR FEATURES
- Auto-verification for Native PDFs
- Identify missing source documents
- Prevent duplicate data from exporting
SPbinder
Streamline review
Save reviewer time with automated, standardized workpapers.
POPULAR FEATURES
- Top-down review
- Cross-references across all file types
- 4 levels of sign-offs
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
Webinars
Increase Profits & Client Satisfaction
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.
Success Stories
BDO
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.
WhitePapers
Boomer Guide to Simplifying Tax Time
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.