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A bespoke tax workpaper system to minimize review time

A workpaper system that is designed for tax return preparation is one of the 5 Keys to a Successful Scan and Populate Process. Why is it important? Paper-based Processing As…

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Patented technology that eliminates human verification

When scan and populate software first surfaced in the tax and accounting industry more than fifteen years ago, it was viewed as an innovative, paperless solution to help automate PDF…

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Comprehensive document coverage for 1040 automation

Comprehensive source document coverage increases efficiency and productivity in 1040 scan and populate automation. Technology driven firms looking to increase the efficiency of their 1040 tax return workflow implement a…

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Timely delivery of high-quality source documents

A critical component of a successful scan and populate process is the timely delivery of high-quality source documents. The delivery of such documents, however, is costly to many firms, especially…

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SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit

Award Winning Developers Partner to Host Joint User Conference Focused on Innovation in Digital Tax Processes SafeSend Returns and SurePrep have announced their first joint user conference, the 2019 Tax Transformation Summit. Hosted at…

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The future of scan-and-populate with 100% accuracy

Last week we attended the 2019 BDO USA Annual Conference, a three-day event being held at the Cosmopolitan Las Vegas, NV. The theme for this year’s conference was making Clear…

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SurePrep CEO David Wyle to Speak at BDO Alliance USA Conference

IRVINE, Calif., April 24, 2019 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced that CEO David Wyle will speak on Monday, April…

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5 Areas of Focus for Firm Transformation

The following is an article by Boomer Consulting on the “5 Areas of Focus for Firm Transformation”, by Arianna Campbell, Director for Boomer Consulting, Inc.. (Source: https://www.boomer.com/single-post/5-Areas-of-Focus-for-Firm-Transformation) By now, firms know they need…

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Integra International 2018 – SurePrep Event Recap

SurePrep was proud to sponsor and attend the Integra International Cross Border Tax Workshop 2018. Covering the topic of Taxation of the Digital Economy, the event took place September 22nd,…

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Accounting Today: Tax Workflow

The following is a case study by Accounting Today examining the tax workflow of Strategis CPAs & Consultants (Source: https://www.accountingtoday.com/news/case-studies-tax-workflow-in-2017) There are two problems with all the paper that used to…

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