SPbinder is the only tax document management software designed specifically for 1040/1041 preparation and review. Empower your staff with paperless tax preparation tools like hyperlinked cross-references, annotations, an OCR calculator, collaborative note threads, and more. A fully searchable, cross-referenced binder means faster review. Collaborate from anywhere with SPbinder’s encrypted, cloud-based workspace.
Find out if SPbinder is the right tax document management system for your firm. Fill out our 6-question fit assessment to receive an instant compatibility report with personalized product details.
Our solutions integrate with: CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
How much time does your staff spend assembling workpaper binders by hand? Your document management system should do it for you. SPbinder pairs with 1040SCAN to automatically bookmark and organize tax preparation documents into a standardized workpaper index that follows the flow of the return.
SPbinder gives your staff a comprehensive set of tools to prepare 1040 workpapers with maximum detail and clarity. In addition to a full range of annotations, features include:
SPbinder facilitates a smoother, more efficient review by enabling your staff to prepare well-documented binders. Change tracking and role-based signoffs enhance communication and accountability between your team.
Take Fit Assessment
Three of the Big 4, seven of the Top 10, fifty-eight of the Top 100, and approximately 2,000 small- to mid-sized firms use SurePrep solutions to automate their 1040 tax workflow.
Is your process compatible with SurePrep’s 1040 tax automation software? Our solutions work best for firms that collect client information up front and process returns without requiring clients to visit the office.
