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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.
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.
Streamline Gathering
Provide clients with an automated document request list that tracks their progress as they upload documents.
Simplify Delivery
When the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
Automate Preparation
Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
Reduce or Eliminate Data Entry
Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
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.
Minimize Review Time
Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
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.
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.
Estimate Technology ROI
Get a better understanding of what your return on investment can be with SurePrep solutions.
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TaxCaddy
Award-winning client collaboration.
1040SCAN
Industry-leading scan-and-populate.
SPbinder
Bespoke tax workpaper management.
Outsource
Full preparation outsource service.
API
Customizable Application Programming Interface.
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