Skip to content
I want to…
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.
Products
Interactive demo
All Products
Summary of SurePrep products.
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.
FAQ
Associations
All Associations
AGN
Allinial Global
Aprio Firm Alliance
Avantax
Baker Tilly International
BDO Alliance USA
BKR International
Boomer Consulting
CPAmerica, Inc.
CPAConnect
CPA Firm Management Association
INPACT
Integra International
®
Leading Edge Alliance
MGI Worldwide (CPAAI)
Moore North America
PrimeGlobal
Rootworks
RSM US Alliance
ReNew Group
Blog
About Us
About Us
SurePrep Transform Conference
SurePrep Reviews
Executive Team
Team Member Spotlight
Partners
Learning Center
Learning Center Home
Software & Services
Why SurePrep?
Industry Research
Webinars
Whitepapers
Success Stories
Videos
Search
CONTACT SALES FOR UP TO 30% OFF
Client Login
Search for:
Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
GO TO DEMO
Blog: New Features
All
News
Educational
New Features
Featured
Captain Credits
Introducing DILOP: AI-powered auto-indexing for 1040 source documents
June 4, 2024
3 minutes
New feature: Full text search in SPbinder
December 12, 2023
3 minutes
What the right API means for your firm’s accounting tech stack
April 6, 2023
4 minutes
SurePrep 101: What are Smart Links?
June 6, 2022
4 minutes
Onboard faster with SurePrep’s prior year return PDF extraction
November 17, 2020
3 minutes
Are you familiar with SurePrep’s tax automation API Developer Portal?
September 28, 2020
3 minutes
Easy reclass & automatic data capture for K-1 supplemental pages
September 11, 2020
4 minutes
Stay connected with SurePrep’s app for tax professionals
August 21, 2020
3 minutes
New TaxCaddy feature: Make tax payments!
July 8, 2020
2 minutes
Patented technology that eliminates human verification
October 10, 2019
3 minutes
