SurePrep Blog

Onboard faster with SurePrep’s prior year return PDF extraction

TaxCaddy’s automated Document Request List (DRL) is one of its most popular features. Using proforma data from your tax software, TaxCaddy generates custom DRLs for every taxpayer that can be…

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SurePrep ranked as one of the top 10 fastest growing companies

Since 2002, SurePrep has been the leader in 1040 tax prep productivity. We are excited to be recognized as one of the top 10 fastest-growing mid-size private companies in Orange…

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Are you familiar with SurePrep’s tax automation API Developer Portal?

TaxCaddy, 1040SCAN, and SPbinder streamline the process of preparing and reviewing 1040 and 1041 tax returns. Now SurePrep customers can further automate their processes with SurePrep’s API. The Developer Portal is a fresh…

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Announcing Easy Reclassification and Automatic Data Capture for K-1 Supplemental Pages

Measuring the effectiveness of a scan and populate solution is simple. The more documents it recognizes and the more data it extracts from those documents, the greater the value it…

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7 Steps for Creating New Growth Opportunities

Many of the businesses that make up the client base of CPA firms are tightening budgets and putting projects on hold. So a question on the minds of many CPA…

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Increase 1040 Tax Prep Profitability with a high leverage staffing model

Processing 1040 tax returns is a collaborative effort that requires the expertise of every staff member who touches a return. Many CPA firms pass their 1040s through a similar, three-tiered…

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Stay connected to your clients with SurePrep’s mobile app for tax professionals

Your TaxCaddy clients already enjoy the convenience of a mobile 1040 tax app for iOS and Android. Now you can too. The new SurePrep mobile app for tax professionals lets…

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New TaxCaddy Feature: Make Tax Payments!

The June, 2020 TaxCaddy feature release gives your clients the option to make their Federal and State tax payments directly from TaxCaddy! The new Tax Payment Processing by Check feature…

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Collaborate Remotely with Your 1040 Clients

You’ve taken steps to establish a digital 1040 workflow so your staff can work remotely. But here’s the million dollar question: Do your clients feel you’ve given them the same…

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How to plan a digital 1040 tax transformation?

It’s 2020, and one thing is clear: tax preparation technology has moved beyond paperless. Today, it’s all about digital transformation. At every tax conference, there’s an inspirational speaker with a…

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