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If you’re considering a software switch (or starting your own practice), integration with automation should be one of your top criteria. Selecting the right CPA tax software can enable remote work, automate manual tasks, and improve the client experience.
Below are five industry-leading professional tax software options that fully integrate with SurePrep’s 1040 automation solutions. See which CPA tax software is the best fit for your firm.
Prefer a personalized consult? Contact our product experts.
Contact UsDisclosure: SurePrep, LLC was recently acquired by Thomson Reuters.
Vendor: Thomson Reuters
Known for its scalability, GoSystem Tax RS is used by Top 100 CPA firms, but is also leveraged by firms of all sizes. This CPA tax software can tackle engagements of any complexity, from standard 1040s to comprehensive return processing for corporations and partnerships. Multi-user access enables cloud-based collaboration, which you can also expect from SurePrep’s SPbinder.
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Vendor: Thomson Reuters
UltraTax CS is the tax preparation software component in Thomson Reuters’ popular CS suite, which also includes practice management software, trial balance engagement software, and more. If you’re looking for all-in-one professional tax software and want to establish long-term vendor relationships, UltraTax CS and SurePrep solutions are a strong choice.
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Vendor: Wolters Kluwer
CCH Axcess™ Tax is cloud-based professional tax software designed for digital collaboration. It’s built on an Open Integration Platform that provides compatibility with several third-party applications. When paired with SurePrep solutions, firms can facilitate an end-to-end digital 1040 workflow that allows staff to collaborate from anywhere.
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Vendor: Intuit
Lacerte Tax is intended for firms who prepare complex returns. This CPA tax software provides options for on-premise and cloud-based hosting, allowing tax professionals to process 1040 and business returns from anywhere. SurePrep’s automation integrates seamlessly with Lacerte’s professional tax software, so there are no offline or manual steps.
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When I evaluated [SurePrep] and saw the differences compared to what we had, I felt like it would be a disservice not to implement it, knowing the constraints of busy season and the need to elevate people to their highest and best use. We saw that efficiency and a return on our investment in the first year.
Leah DiGregorio, Partner, Hoffman, Stewart & Schmidt, P.C., CCH Axcess™ Tax and SurePrep user
Every tax software listed on this page fully integrates with SurePrep’s award-winning 1040 automation solutions.
TaxCaddy is SurePrep’s taxpayer collaboration platform. Offer your clients a mobile app for iOS/Android.
1040SCAN automates data entry, verification, and binder assembly. Standardize workpaper binders and skip the manual work.
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SPbinder is purpose-built workpaper preparation and review software. Collaborate remotely in the cloud.
Questions about SurePrep or fits with your professional tax software? Contact us for further product details or to schedule a one-on-one demonstration. After you submit the Contact Sales form, we’ll call you within one business day (usually 1 business hour) to help you schedule a meeting with a product expert.
