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….
Learn MoreYou’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….
Learn MoreIRVINE, 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…
Learn MoreIrvine, 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…
Learn MoreTrust 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…
Learn MoreAward-Winning Automation System Extends Service to Market Leading Tax Preparation Software. Los Angeles, California, November 18, 2019 – SafeSend Returns, the award-winning automated electronic assembly & delivery system announced support of…
Learn MoreA 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…
Learn MoreWhen 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…
Learn MoreComprehensive 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…
Learn MoreA 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…
Learn MoreAward 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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