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SurePrep Reviews

Three of the Big 4, seven of the Top 10, fifty-five of the Top 100, and approximately 1,500 small- to mid-sized firms trust SurePrep solutions to automate their 1040 tax workflow.

See what tax professionals like you are saying about SurePrep!

A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason: "It has been an integral part of our work process."
An Administrative Staff at a large accounting firm would be very likely to recommend SurePrep for this reason: "It's user friendly on both the Tax and Client sides. I also like that everything is conveniently in one place.
A Reviewer at a large accounting firm would be very likely to recommend SurePrep for this reason: "In my mind, it makes my reviewing more effective and our returns more accurate."
Steve Grove, a Partner/Shareholder at CBIZ, Inc., would be very likely to recommend SurePrep for this reason: "The use of SurePrep technology significantly reduces the use of professional staff to enter tax form information. This should allow us to increase our profits on 1040 engagements."

 

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Success Stories from SurePrep Customers

1040 Tax Workpaper Standardization
Sassetti LLC

  • 35 professional and support staff members, including 8 partners/principals and 8 managers
  • CCH Axcess Tax

See how Sassetti LLC standardized their 1040 tax workpapers and increased efficiency by eliminating paper organizers.

View Success Story

Paperless, End-to-End Digital Tax Workflow
Kelling, Bocovich & Co., LTD

  • 9 staff members
  • UltraTax

Kelling, Bocovich & Co., LTD created a paperless tax workflow to increase efficiency.

View Success Story

Increase Productivity Across a Large Team
BDO

  • 80,000 staff members
  • GoSystem Tax RS

BDO uses SurePrep’s solutions to enhance their new firm-wide 1040 process.

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Brad Beasley, Partner Beasley, Mitchell & Co.

Minimize review time

SPbinder allows junior staff to quickly prepare workpapers and even do a first level review.
[…]
As partners, we’re probably reviewing 40% less of the 1040s because we can push the review level down to a supervisor or manager. And where I would usually spend 15, 20, 30 minutes looking at a return, now I’m spending 5 to 10.

Brad Beasley, Beasley, Mitchell & Co.
Lindsay Park, Senior Manager Perkins & Co.

No more paper organizer

It’s what the clients want. More and more clients are becoming less enthusiastic about paper organizers. The benefit is faster responses from clients and not having to worry about unorganized emails and blurry photos of documents.

Lindsay Park, Perkins & Co
Susan Thiessen, National Tax Administrator, BKD

Improve the client experience

A lot of the other options were designed for the tax professional and had very little adoption for that client. TaxCaddy is designed around the convenience of the client which saw much better adoption.

Susan Theissen, BKD
Cindy Owens

Simplify celivery

From a professional support perspective, you’re able to send your TaxCaddy clients all of their documents at once. It’s just a couple clicks and you’re sending it all out. We’re finding that wonderful.

Cindy Owens, Rehmann
Cindy Bupp EA, Manager Huth Thompson LLP

Standardize workpaper preparation

You’re not questioning where people got the information. We don’t have somebody sitting back here with their list trying to recognize what the form was and naming it. It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4.

Cindy Bupp, Huth Thompson LLP
Ricky Adams Tax Manager Bradshaw, Gordon & Clinkscales, LLC

Increase leverage

Our preparers can simply find whatever they’re looking for at the click of a mouse.

Ricky Adams, Bradshaw, Gordon & Clinkscales, LLC
image of Liz Krause

[with SPbinder] there’s more functionality for preparers to document what they’ve been doing and for reviewers to follow what they’ve done. I think it saves [reviewers] time being able to fully document everything in one spot.

Liz Krause, McGowen Hurst Clark Smith
Susan Penno, Partner, Sassetti LLC

Eliminate OCR verification

We want our people who pick up the return after it comes back from 1040SCANverify processing to do most of the tax return review work, so the reviewers save time as well.

Susan Penno, Sassetti LLC
Susan Shusko, CPA Shusko Associates, LLP

Reduce or eliminate data entry

With 1040SCAN PRO I’d [say] that I easily saved 50-75% of my time.

Susan Shusko, Shusko Associates, LLP
David Kelling, CPA and President, Kelling, Bocovich & Co., LTD,

Automate preparation

We dropped about 20% on hours spent processing roughly the same amount of tax returns. That’s a huge savings and an incredible boost in efficiency.

David Kelling, Kelling, Bocovich & Co., LTD