SurePrep has been a Rootworks Sponsor since 2011

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.

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1040 Tax Return automation video by SurePrep

SurePrep makes your tax practice more productive and profitable

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.

The combination of TaxCaddy1040SCAN and SPbinder allows you to get more work done in less time while improving client service.

New! Take our instant fit assessment

SurePrep partners with your association. The next question is: Are SurePrep solutions compatible with your tax software? Are they relevant to your unique goals? Take our simple, 6-question fit assessment to find out. This automated assessment tool will generate an instant compatibility report with personalized details.

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Eliminate the paper organizer with TaxCaddy

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.

1040 Autoverification for Native PDFs

Next Generation Scan and Populate

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.


Our scan and populate solution, 1040SCAN, automates more than 4x - 7x the documents of our competition.

View the following comparisons to see how 1040SCAN stacks up!

Boomer Advantage Guide to Simplifying Tax Time

By L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP


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.

“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP

TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant

The updated guide includes a discussion on new COVID-related challenges and opportunities for CPA firms in the current environment.

A Tax Partner at a mid-size accounting firm said:

“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.”


Feedback collected by TechValidate, an independent 3rd party survey provider.

Meet the SurePrep Team at an Upcoming Event!

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Past event sponsorships

2019 – Rootworks Next Gen Workshops
2018 – Rootworks Next Gen Workshops
2017 – Rootworks Next Gen Workshops
2016 – Rootworks Next Gen Workshops
2015 – Rootworks Next Gen Workshops
2014 – Rootworks Next Gen Workshops
2013 – Rootworks Next Gen Workshops
2012 – Rootworks Next Gen Workshops

Photos from Past Events

Have questions about our software and services?