SurePrep Blog

Seamless tax return delivery and invoicing

You’ve come down to the home stretch—tax return delivery and invoicing for your client’s 1040. Review has just been completed and the return is practically wrapped up on your end….

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SurePrep Issued Two New Patents for Auto-Verification for Native PDFs

IRVINE, Calif., December 3, 2019 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced that the company was granted two new patents for…

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SurePrep Receives Significant Growth Investment from Bregal Sagemount

Irvine, CA, November 21, 2019 – SurePrep, LLC (“SurePrep”), the leading provider of tax automation software and software-powered services to the professional tax return preparation market, today announced that it…

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Learning from the digital transformation experience of banks to evolve mobile tax technology

Trust and strong relationships in the banking industry were historically built through face to face interactions with clients. So it’s no surprise that there was a perceived risk of losing…

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A bespoke tax workpaper system to minimize review time

A workpaper system that is designed for tax return preparation is one of the 5 Keys to a Successful Scan and Populate Process. Why is it important? Paper-based Processing As…

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Patented technology that eliminates human verification

When scan and populate software first surfaced in the tax and accounting industry more than fifteen years ago, it was viewed as an innovative, paperless solution to help automate PDF…

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Comprehensive document coverage for 1040 automation

Comprehensive source document coverage increases efficiency and productivity in 1040 scan and populate automation. Technology driven firms looking to increase the efficiency of their 1040 tax return workflow implement a…

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Timely delivery of high-quality source documents

A critical component of a successful scan and populate process is the timely delivery of high-quality source documents. The delivery of such documents, however, is costly to many firms, especially…

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SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit

Award Winning Developers Partner to Host Joint User Conference Focused on Innovation in Digital Tax Processes SafeSend Returns and SurePrep have announced their first joint user conference, the 2019 Tax Transformation Summit. Hosted at…

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The future of scan-and-populate with 100% accuracy

Last week we attended the 2019 BDO USA Annual Conference, a three-day event being held at the Cosmopolitan Las Vegas, NV. The theme for this year’s conference was making Clear…

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