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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet 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 GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage 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 TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable 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 ROIGet a better understanding of what your return on investment can be with SurePrep solutions.
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    • APICustomizable Application Programming Interface.
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Blog: Educational

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  • Featured
  • Captain Credits

Timely delivery of high-quality source documents

September 24, 20194 minutes

5 areas of focus for firm transformation

February 19, 20196 minutes

BKD’s Simply Tax Podcast: Tax technology of the future

September 10, 201821 minutes

SurePrep’s TaxCaddy is “best technological innovation in the last six months”

August 23, 20182 minutes

What experience are you creating for 1040 tax clients?

June 15, 20172 minutes

SurePrep 2014 enhancements are available now

December 15, 20142 minutes

Are droids taking our jobs?

July 3, 20142 minutes

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