At SurePrep, it’s our goal to provide tax and accounting firms with best-in-class 1040 solutions. But we also know that technology is only as effective as its users enable it to be. That’s why we prioritize strong customer relationships, hands-on implementation, and unlimited, lifetime support.
Just as our developers work tirelessly to achieve new heights in 1040 automation, our account managers and support agents work just as hard to ensure those software advantages are realized.
Looking to get a better idea of what our team and technology can do for you? Schedule an exploratory call with one of our product experts.
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Customer support – every time! Fast, accurate, and keeps clients updated.
Ana Miranda, Administrative Staff, The Royce CPA Firm, PLLC
Are you tired of additional charges from your vendor during renewal talks? Do their contract structures feel too rigid for your firm’s needs?
At SurePrep, we have a different philosophy. We find that partnerships are longer and more fruitful when contracts are tailored to each client. You don’t need to settle for a standard boilerplate approach.
Having that mindset of what’s possible. I think that’s part of SurePrep. You’re always evolving, you’re looking for technological advancements, you’re trying to solve those problems.
Leah DiGregorio, Partner, Hoffman, Stewart & Schmidt, P.C.
When the renewal period arrives, we make suggestions based on adding specific value to firms—a pillar of our custom approach to customer care. That’s a big reason why SurePrep solutions are used by over 30,000 tax professionals, ranging from the Big 4 to sole practitioners.
Contact SalesIs it tough to contact a rep when your firm needs help? Do you get charged for basic support services? Our Support and Client Success teams are available year-round via chat, phone, email, and video call to offer unlimited assistance.
The account managers I have had have all been amazing, friendly, knowledgeable and above all, willing to help guide companies on how to better utilize the various applications provided by SurePrep. I have 20+ years of tax experience and have worked with numerous tax vendors throughout my career. Hands down, SurePrep has been the best vendor I have ever worked with.
Lavina Chan, Senior Business Analyst, Janover LLC
We’ve got a few numbers to back these claims up too. Our support agents average a 78-second response time via chat, 3-minute wait time via phone, and maintain a 98% Customer Satisfaction Rating.
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Even though we lead the tax space in 1040 technology, we’re never content to rest on our laurels. We regularly release expanded document coverage, new features, and requested enhancements to extend our lead over the competition.
It has put our mind at ease. We no longer have to worry about having the right staff, we can fall back on SurePrep if things get tough.
Kelly Valverde, Office Manager, Martinez & Shanken
SurePrep developers are at the forefront of AI-powered automation, mobile taxpayer collaboration, and auto-verification for 1040s. Collectively, our teams work on finding new ways to simplify tax preparation, empowering firms to meet and exceed their goals.
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Experiencing challenges with your current vendor’s technology or support? Want to see how SurePrep could fit into your 1040 workflow?
Our product experts are happy to discuss your firm’s pain points and recommend strategies to resolve them. Schedule a no-obligation consultation to see how your firm can increase efficiency and maximize productivity.