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Improve the Client Experience
Simplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
Learn More
Reduce Workload Compression
Get a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
Learn More
Streamline Gathering
Provide clients with an automated document request list that tracks their progress as they upload documents.
Learn More
Simplify Delivery
When the return is finished, deliver it electronically to your client’s account along with the payment vouchers and your invoice.
Learn More
Automate Preparation
Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
Learn More
Reduce or Eliminate Data Entry
Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
Learn More
Eliminate OCR Verification
Leverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
Learn More
Minimize Review Time
Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
Learn More
Standardize Workpaper Preparation
Benefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
Learn More
Increase Staff Leverage
Enable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
Learn More
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TaxCaddy
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Bespoke tax workpaper management
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I want to...
Improve the Client Experience
Simplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
Learn More
Reduce Workload Compression
Get a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
Learn More
Streamline Gathering
Provide clients with an automated document request list that tracks their progress as they upload documents.
Learn More
Simplify Delivery
When the return is finished, deliver it electronically to your client’s account along with the payment vouchers and your invoice.
Learn More
Automate Preparation
Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
Learn More
Reduce or Eliminate Data Entry
Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
Learn More
Eliminate OCR Verification
Leverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
Learn More
Minimize Review Time
Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
Learn More
Standardize Workpaper Preparation
Benefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
Learn More
Increase Staff Leverage
Enable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
Learn More
Products
All Products
Summary of SurePrep products.
Learn More
TaxCaddy
Award-winning client collaboration.
Learn More
1040SCAN
Industry-leading scan-and-populate.
Learn More
SPbinder
Bespoke tax workpaper management.
Learn More
Outsource
Full preparation outsource service.
Learn More
API
Customizable Application Programming Interface.
Learn More
FAQ
Associations
All Associations
AGN
Allinial Global
Baker Tilly International
BDO Alliance USA VMP
BKR International
Boomer Consulting, Inc.
CPAmerica
CPA Associates International
CPAConnect
CPAFMA
CPAsNET
INPACT
Integra International
LEA Global
Moore North America
PrimeGlobal
ReNew Group
Rootworks
RSM US Alliance
Blog
About
About Us
Executive Team
Team Member Spotlight
Partners
Careers
Learning Center
CONTACT SALES
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