- Why SurePrep
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We’ve been building relationships with Rootworks member firms since SurePrep was founded in 2002, and we’ve been a a Rootworks Sponsor since 2011. At sponsored Rootworks events, through webinars, and onsite meetings we use a consultative approach to helping you improve the efficiency and profitability of your tax practice. Through our partnership with Rootworks we are able to offer special software discounts to member firms.
Attend an upcoming webinar to learn more about SurePrep’s award-winning 1040 solutions.
We are the leader in 1040 automation for CPA firms. Our solutions are not secondary products in a tax software suite — they’re our primary focus. That’s why we automate the processing of three to five times as many documents as our competitors and streamline the collection of those documents with software your clients will use and love.
Your clients want convenient, mobile options that the paper organizer doesn’t deliver. That’s why we designed TaxCaddy with the taxpayer in mind! TaxCaddy uses proforma data in your existing tax software to create a tailored questionnaire and document request list. Your clients can respond with the TaxCaddy app for iPhone and Android. TaxCaddy even links to over 300 financial institutions to retrieve documents the day they’re issued.
1040SCAN is the most advanced scan and populate solution on the market. SurePrep’s commitment to this time-saving technology is unmatched in the tax and accounting industry and our continued innovation drives meaningful savings to your bottom line. Our latest patented auto-verification technology eliminates the manual verification required by all other scan and populate software.
1040SCAN provides 100% accuracy for native PDFs. No human verification required. No other vendor offers anything like it.
Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions.
Today, there is a new solution that simplifies tax time for both accounting firms and their clients.
TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:
“SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents.”
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