SurePrep has been winning CPA hearts and streamlining tax workflows for over 20 years. So, what’s the big deal? What’s the story with SurePrep? Maybe it’s our world-class technology, user-friendly tools, trouble-free integration, or the better-than-human accuracy our automation delivers. Fortunately, there’s a lot to hang our hat on these days, but we’ll just let you hear some feedback from five happy SurePrep customers.
Janover LLC
Since setting up shop in 1938, Janover LLC has grown from a small family practice into an award-winning powerhouse with over 200 team members. The firm has maintained its successful trajectory by embracing change and adapting to the times.
[SurePrep’s] a differentiator for a firm. Any firm that’s growing or interested in growing will benefit from the technology and the alignment of process it brings with it.
Steven Hart, Chief Information Officer, Janover LLC
Janover adopted SurePrep solutions in 2020 to streamline their 1040 tax process. Implementing TaxCaddy, 1040SCAN, SPbinder, and SurePrep APIs helped them automate preparation, increase standardization, minimize seasonal hiring, reduce workload compression for admins, and improve employee retention.
Hoffman, Stewart & Schmidt, P.C.
Hoffman, Stewart & Schmidt, P.C. (HSS) knows the importance of supporting their staff and providing relationship-based client service. With 70 employees, HSS is one of the largest local CPA firms in Oregon. They depend on the latest technology to serve a broad client base.
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.
In 2019, HSS made the decision to upgrade from ProSystem fx Scan and AutoFlow to SurePrep’s 1040SCAN PRO. HSS also adopted SurePrep’s workpaper management system, SPbinder, at no additional cost. The technology upgrade transformed the firm’s workflow and returned major efficiency gains within the first year. HSS used the time savings to resolve staffing pressures and elevated junior staff to focus on higher-value work.
WISE Financial Advisors
Tax automation software makes busy season easier for clients and easier for firms. The shift to a digital, paperless tax process is here, but change can be challenging for some taxpayers. It takes technology advocates to move the needle of adoption. For WISE Financial Advisors, it was worth the effort, especially due to the staffing benefits for the four-employee firm.
Because of my experience with TaxCaddy last year and the use of native PDFs and how good your OCR was, I am able to hire people with no tax experience. They don’t need to know tax.
Michael Weinberg, President and Founder, WISE Financial Advisors
WISE Financial Advisors has been leveraging TaxCaddy, Smart Links, and other SurePrep solutions for years. The firm has been able to streamline their workflow by onboarding clients to a paperless, 100% digital process, increase client satisfaction while decreasing workload compression, and reduce staffing costs with auto-verification technology.
Osborne & Osborne CPAs, LLC
Osborne & Osborne CPAs, LLC is a small firm based in Minnesota. It is comprised of six employees, including the firm’s founder, Tom Osborne, CPA. Due to the firm’s rural setting, Tom has always struggled with a limited hiring pool. Once the global pandemic hit, hiring became almost impossible.
All our staff love [SurePrep]. They can get more done in less time. You’re going to gain efficiency no matter how you use it.
Tom Osborne, Founder, Osborne & Osborne CPAs, LLC
Years earlier, Osborne & Osborne implemented 1040 automation technology from SurePrep. Despite the firm’s staffing challenges, Tom maintained reasonable hours for his staff during 2020’s tax busy season—without losing business.
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Beasley, Mitchell, & Co.
For many years, Beasley, Mitchell & Co. had a proven, paper-based 1040 tax return preparation system in place. The process started with a snail-mailed paper organizer sent to clients. Eventually, however, the 70-employee firm reached a point where they decided it was time to make the leap into the digital age.
SurePrep allows you to actually run your CPA firm like a business. I can get twice as many returns out with less cost.
Brad Beasley, Partner, Beasley, Mitchell & Co.
Switching to 1040SCAN PRO and SPbinder helped Beasley, Mitchell & Co. establish an internal structure with a more standardized workflow. The firm was initially doubtful that an automated, paperless 1040 process could outdo the paper-based system they had spent years perfecting. Today, they’re a faster, more efficient firm that’s fully equipped for the digital age.
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