Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
We asked real SurePrep customers to report their time savings, billing rates, and workflow distribution. The calculator assumes outcomes similar to the average savings experienced by SurePrep customers. (And yes, we eliminated outliers!)
Request ROI Consultation
SurePrep technology increases your profit margin in two ways: time savings and leverage. By automating manual, redundant tasks, your firm spends fewer billable hours per return. Leverage means shifting labor “down the ladder” (e.g., from reviewers to preparers), which makes the return less expensive. Our solutions are designed to save time and increase leverage.
Request ROI Consultation
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.
Our solutions integrate with: CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
During your ROI consultation, a SurePrep expert will:
After you submit the form, someone will be in touch within 1 business day (usually 1 business hour) to schedule your consultation.