Rootworks

SurePrep has been a Rootworks Sponsor since 2011

Partnership

We’ve been building relationships with Rootworks member firms since SurePrep was founded in 2002, and we’ve been 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.

Case Study

A Scan and Populate Solution with OCR and Workpaper Preparation to Streamline the 1040 Tax Workflow

Huth Thompson had already made the leap to a paperless process, but they were still looking for a solution that would scan, organize, and populate data at an highly efficient rate with an emphasis on standardization. We spoke with Cindy Bupp, EA, Manager, to discuss why 1040SCAN was the right solution for their firm’s proactive, diligent tax philosophy.

view case study

Upcoming Event Sponsorships

TBD

SurePrep makes your tax practice more productive and profitable

see how

Are SurePrep solutions right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.